The Health Federation Of Philadelphia 403(b) Plan
Sponsored by The Health Federation Of Philadelphia · EIN 232244355 · Plan #001
- Total assets
- $19.2M
- Net assets
- $19.2M
- Active participants
- 413
- With balances
- 400
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Northeast Financial Group, Inc. CRD 122609 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $67,511 |
| Commonwealth Financial Network | Consulting (pension), Direct payment from the plan | $62,575 |
| Northeast Financial Group | Investment advisory (plan), Direct payment from the plan, Other fees | $3,552 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |