Plan Snapshot
- Plan Sponsor: Weavers Way Cooperative Association
- Sponsor EIN: 231887890
- Sponsor Address: 559 CARPENETER LANE, PHILADELPHIA, PA, 19119
- Plan Type: 401(k)
- Total Participants: 307
- Total Assets: $3.3M
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 | 307 | $3.3M | $62,466 | $233,247 |
| 2023 | 284 | $2.9M | $52,801 | $196,716 |
| 2022 | 278 | $2.7M | $61,163 | $209,326 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $14,048 | — | $14,048 |
| NFP RETIREMENT INC | INVESTMENT ADVISOR | $10,605 | — | $10,605 |
| KREISCHER MILLER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KREISCHER MILLER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,653
- Estimated Expense Ratio: 0.738% 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 | $24,653 | $10,605 | — | — | — |
| 2023 | $22,397 | $9,356 | — | — | — |
| 2022 | $22,085 | $9,516 | $12,569 | — | — |