# The Pennsylvania Horticultural Society 403(b) Plan
Source: https://planprovider.pro/companies/the-pennsylvania-horticultural-society-403b-plan

> The Pennsylvania Horticultural Society's 403(b) plan: 132 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Pennsylvania Horticultural Society

- **Sponsor EIN:** 231352265

- **Sponsor Address:** 100 N 20TH ST FL 5, PHILADELPHIA, PA, 191031455

- **Plan Type:** 403(b)

- **Total Participants:** 132

- **Total Assets:** $15.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|132|$15.2M|$333,089|$807,202|

| 2023|134|$13.3M|$325,670|$776,550|

| 2022|130|$11.1M|$296,092|$750,491|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| GRANT THORNTON LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GRANT THORNTON LLP](https://planprovider.pro/provider/grant-thornton-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$65,253|—|$65,253|—|—|

| 2023|$44,883|—|$44,883|—|—|

| 2022|$1,074|—|$1,074|—|—|

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