Plan Snapshot
- Plan Sponsor: The Philadelphia Contributionship For The Insurance Of Houses From Los
- Sponsor EIN: 230969320
- Sponsor Address: 210 SOUTH 4TH ST, PHILADELPHIA, PA, 19106
- Plan Type: 401(k)
- Total Participants: 113
- Total Assets: $31.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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. |
|---|---|---|---|---|
| 2024 | 113 | $31.1M | $572,331 | $1.2M |
| 2023 | 108 | $27.0M | $574,756 | $1.2M |
| 2022 | 0 | $22.1M | $542,752 | $1.1M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $7,466 | $4,941 | — | — | — |
| 2023 | $4,803 | $2,953 | — | — | — |
| 2022 | $9,110 | $1,164 | $7,946 | — | — |