# The Union League Of Philadelphia 401(k) Plan
Source: https://planprovider.pro/companies/the-union-league-of-philadelphia-401k-plan

> The Union League Of Philadelphia's 401(k) plan: 378 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/adp-retirement-services) — 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|—|—|—|—|

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