Search public Form 5500 filings

13 results

Companies

planPhilabundance 403(B) Retirement PlanFinancial statementProvider compensation2023 filing
Sponsor: PhilabundanceEIN: 23-2290505Plan: 002Participants: 245Assets: $5,095,145Location: Philadelphia, PALatest: 2023
planPhilabundance Employee Benefit PlanFinancial statementProvider compensation2023 filing
Sponsor: PhilabundanceEIN: 23-2290505Plan: 501Participants: 134Assets: $147,359Location: Philadelphia, PALatest: 2023

providerFidelity Investments InstitutionalCompensation reported
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
providerPrincipal Life Insurance CompanyCompensation reported
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
providerEmpower Advisory Group, LLCCompensation reported
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
providerEmpower Annuity Insurance Company OCompensation reported
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
providerAdp, Inc.Compensation reported
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
providerStrategic Advisors, Inc.Compensation reported
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
providerEmpower Annuity Insurance CompanyCompensation reported
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
providerThe Vanguard Group, Inc.Compensation reported
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023

filing2023 Form 5500 — Philabundance 403(B) Retirement Plan
Sponsor: PhilabundanceEIN: 23-2290505Plan: 002Ack ID: 20251205102505NAL0003127761001
filing2023 Form 5500 — Philabundance Employee Benefit Plan
Sponsor: PhilabundanceEIN: 23-2290505Plan: 501Ack ID: 20250215131719NAL0026343361001