Plan Ledger DOL Form 5500 · updated monthly

Defender Association of Philadelphia403(b)

DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.15%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Defender Association of Philadelphia reported $197,928 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $5,605 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.16% to 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 370th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,087th of 11,654 in professional & technical services. In 2024, employees put in $1.15 for every $1.00 the employer contributed; active participation has grown from 632 to 718 since 2022.

Plan summary
Net assets, end of year$142,536,438
Participants with balances913
Active participants718
Employer contributions$4,024,109
Employee contributions$4,618,531
Employer contribution per active participant$5,605
Average account balance$156,119
Benefits paid to participants$9,113,092
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$142.5M · 913 accts · $4.0M emplr
2023$125.8M · 801 accts · $2.0M emplr
2022$113.7M · 770 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,033
Investment management$45,299
Audit (IQPA)$20,440
Total administrative$197,928
Employer contributions to the Defender Association of Philadelphia plan · 2024
Employer contribution per active participant$5,605
Median for plans this size$3,635
2024$5,605 per active participant
2023$2,899 per active participant
2022$2,841 per active participant

Defender Association of Philadelphia's 2024 employer contribution ran above the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20246
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$13,977
ONE DIGITAL INVESTMENT ADVISORS · Investment advisory (participants)$31,000
KREISCHER MILLER · Accounting / audit$20,440
RESOURCES INVESTMENT ADVISORS LLC · Investment advisory (participants)$13,750
CHARLES SCHWAB & CO., INC. · Securities brokerage$549
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$197,928 · 0.15%
2023$212,338 · 0.18%
2022$200,765 · 0.16%
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
Computer Aid, Inc. PA$156.5M · 0.24%
Boomi, LP PA$152.8M · 0.05%
Dentons Cohen & Grigsby P.C. PA$150.7M · 0.32%
Ashfield Healthcare, LLC PA$139.8M · 0.35%
Duolingo, Inc. PA$136.9M · 0.14%
Ashfield Healthcare Comm. PA$134.2M · 0.19%
Huntsworth Group, Inc. PA$132.9M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231445669 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.