Plan Snapshot
- Plan Sponsor: The Philadelphia Protestant Home
- Sponsor EIN: 231396804
- Sponsor Address: 6500 TABOR ROAD, PHILADELPHIA, PA, 19111
- Plan Type: 401(k)
- Total Participants: 464
- Total Assets: $16.5M
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 | 464 | $16.5M | $410,105 | $625,219 |
| 2023 | 488 | $15.1M | $388,807 | $609,705 |
| 2022 | 445 | $13.8M | $416,312 | $601,447 |
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 | $84,709 | $47,397 | — | — | — |
| 2023 | $97,231 | $21,508 | $46,270 | — | — |
| 2022 | $86,214 | $45,625 | $40,589 | — | — |