Plan Snapshot
- Plan Sponsor: The Pennsylvania Society For Prevention Of Cruel
- Sponsor EIN: 231352269
- Sponsor Address: 350 E. ERIE AVENUE, PHILADELPHIA, PA, 19134
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 198
- Total Assets: $2.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 198 | $2.3M | $0 | $0 |
| 2024 | 170 | $1.8M | $32,732 | $194,227 |
| 2023 | 173 | $1.6M | $32,068 | $180,004 |
| 2022 | 172 | $1.3M | $27,528 | $169,256 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Other Service Provider | $19,690 | — | $19,690 |
| ALLIANT INSURANCE SERVICES | Other Service Provider | $2,902 | $5,652 | $8,554 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,244
- Estimated Expense Ratio: 1.224% of plan assets
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 |
|---|---|---|---|---|---|
| 2025 | $131,643 | — | $22,652 | — | — |
| 2024 | $32,696 | — | $32,696 | — | — |
| 2023 | $23,906 | $23,906 | — | — | — |
| 2022 | $22,527 | $22,527 | — | — | — |