Plan Snapshot
- Plan Sponsor: The Philadelphia School
- Sponsor EIN: 237091186
- Sponsor Address: 2501 LOMBARD STREET, PHILADELPHIA, PA, 19146
- Plan Type: 401(k)
- Total Participants: 118
- Total Assets: $20.8M
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. |
|---|---|---|---|---|
| 2024 | 118 | $20.8M | $342,943 | $552,864 |
| 2023 | 100 | $18.3M | $305,336 | $468,216 |
| 2022 | 89 | $16.7M | $289,512 | $449,794 |
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 |
|---|---|---|---|---|
| WITHUMSMITH+BROWN, PC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC. — 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 | $83,478 | $81,203 | $2,275 | — | — |
| 2023 | $73,084 | $70,571 | $2,513 | — | — |
| 2022 | $69,036 | $66,694 | $2,342 | — | — |