# The Phillies DB Plan
Source: https://planprovider.pro/companies/the-phillies-plan-002

> The Phillies's DB plan: 584 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Phillies

- **Sponsor EIN:** 232186951

- **Sponsor Address:** ONE CITIZENS BANK WAY, PHILADELPHIA, PA, 19148

- **Plan Type:** DB

- **Total Participants:** 584

- **Total Assets:** $147.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|584|$147.4M|$5.8M|$0|

| 2023|527|$137.7M|$6.5M|$0|

| 2022|497|$125.4M|$5.8M|$0|

## 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|

| SEI INVESTMENTS MANAGEMENT CORP|NONE|$240,392|—|$240,392|

| WILLIS TOWERS WATSON US LLC|NONE|$59,558|—|$59,558|

| GRANT THORNTON LLP|NONE|$23,830|—|$23,830|

| U.S. BANK NATIONAL ASSOCIATION|NONE|$19,857|—|$19,857|

| MORGAN, LEWIS & BOCKIUS LLP|NONE|$10,873|—|$10,873|

### Verified Provider Profiles

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

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — NONE

- [GRANT THORNTON LLP](https://planprovider.pro/provider/grant-thornton-llp) — NONE

- [U.S. BANK NATIONAL ASSOCIATION](https://planprovider.pro/provider/john-hancock) — NONE

- [MORGAN, LEWIS & BOCKIUS LLP](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $354,510

- **Estimated Expense Ratio:** 0.240% 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|

| 2024|$458,807|$240,392|—|$23,830|—|

| 2023|$716,901|$44,996|—|$26,814|—|

| 2022|$858,059|$200,091|—|—|$59,021|

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