# William Penn Charter School Overseers Of The Public School 403(b) Plan
Source: https://planprovider.pro/companies/william-penn-charter-school-overseers-of-the-public-school-403b-plan

> William Penn Charter School Overseers Of The Public School's 403(b) plan: 293 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** William Penn Charter School Overseers Of The Public School

- **Sponsor EIN:** 230953760

- **Sponsor Address:** 3000 W. SCHOOL HOUSE LANE, PHILADELPHIA, PA, 191445412

- **Plan Type:** 403(b)

- **Total Participants:** 293

- **Total Assets:** $79.1M

## 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|293|$79.1M|$1.4M|$1.2M|

| 2023|289|$69.8M|$1.5M|$1.1M|

| 2022|293|$62.2M|$1.4M|$1.0M|

## 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|

| ONEDIGITAL INVESTMENT ADVISORS|INVESTMENT ADVISOR|$11,667|—|$11,667|

| PKF O'CONNOR DAVIES, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ONEDIGITAL INVESTMENT ADVISORS](https://planprovider.pro/provider/onedigital-investment-advisors-llc) — INVESTMENT ADVISOR

- [PKF O'CONNOR DAVIES, LLP](https://planprovider.pro/provider/bpas) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $11,667

- **Estimated Expense Ratio:** 0.015% 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|$13,211|$11,667|$1,544|—|—|

| 2023|$20,443|$20,000|$443|—|—|

| 2022|$20,575|$20,575|—|—|—|

## Similar Plans

- [National Board Of Medical Examiners](https://planprovider.pro/companies/national-board-of-medical-examiners-401k-plan) — 293 participants

- [Martha Lloyd School, INC.](https://planprovider.pro/companies/martha-lloyd-school-inc-401k-plan) — 297 participants

- [Shady Side Academy](https://planprovider.pro/companies/shady-side-academy-403b-plan) — 300 participants

- [The Agnes Irwin School](https://planprovider.pro/companies/the-agnes-irwin-school-403b-plan) — 305 participants

- [Germantown Academy](https://planprovider.pro/companies/germantown-academy-403b-plan) — 318 participants

- [Albright College](https://planprovider.pro/companies/albright-college-403b-plan) — 267 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/william-penn-charter-school-overseers-of-the-public-school-403b-plan)

© 2026 PlanProvider.Pro