Plan Ledger DOL Form 5500 · updated monthly

The Union League of Philadelphia401(k)

THE UNION LEAGUE OF PHILADELPHIA EMPLOYEE SAVINGS AND RETIREMENT · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

The Union League of Philadelphia reported $11,825 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,424 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 rose from 0.02% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 885th-largest of 3,651 plans among Pennsylvania employers on file, and the 156th of 2,240 in accommodation & food services. In 2024, employees put in $1.24 for every $1.00 the employer contributed; active participation has grown from 266 to 378 since 2022.

Plan summary
Net assets, end of year$43,649,205
Participants with balances682
Active participants378
Employer contributions$2,050,340
Employee contributions$2,551,975
Employer contribution per active participant$5,424
Average account balance$64,002
Benefits paid to participants$1,563,672
Plan auditUnmodified (clean) audit opinion
AuditorCONDON OMEARA MCGINTY AND DONNE
Plan history3
Yearassets · accounts · employer contribution
2024$43.6M · 682 accts · $2.1M emplr
2023$34.9M · 603 accts · $1.8M emplr
2022$28.1M · 512 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,825
Total administrative$11,825
The The Union League of Philadelphia 401(k) match · 2024
Employer contribution per active participant$5,424
Median for plans this size$2,416
2024$5,424 per active participant
2023$5,656 per active participant
2022$5,602 per active participant

The Union League of Philadelphia's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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 · 20242
ADP, INC. · Recordkeeping$11,825
ADP BROKER-DEALERindirect 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
2024ADP
2023ADP

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

Administrative cost history3
2024$11,825 · 0.03%
2023$7,799 · 0.02%
2022$7,131 · 0.02%
Same employer
Similar plansAccommodation & Food Services · Pennsylvania
Shaner Operating Corp PA$29.9M · 0.55%
Nutrition, Inc. PA$20.0M · 1.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231171350 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.