Plan Snapshot
- Plan Sponsor: The Union League Of Philadelphia
- Sponsor EIN: 231171350
- Sponsor Address: 140 SOUTH BROAD STREET, PHILADELPHIA, PA, 19102
- Plan Type: 401(k)
- Total Participants: 378
- Total Assets: $43.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 378 | $43.6M | $2.1M | $2.6M |
| 2023 | 326 | $34.9M | $1.8M | $2.3M |
| 2022 | 266 | $28.1M | $1.5M | $1.9M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $11,825 | — | $11,825 |
| CONDON OMEARA MCGINTY AND DONNE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,825
- Estimated Expense Ratio: 0.027% 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 | $11,825 | — | — | — | — |
| 2023 | $7,799 | — | — | — | — |
| 2022 | $7,131 | — | — | — | — |