Original filing (PDF)20250616144424NAL0001052801001

PHILADELPHIA BAR ASSOCIATION

Name: PHILADELPHIA BAR ASSOCIATION — PHILADELPHIA BAR ASSOCIATION PENSION PLAN, Form 5500 (2024)
Creator: PHILADELPHIA BAR ASSOCIATION

Form 5500-SF

FILING_RECEIVED

PHILADELPHIA BAR ASSOCIATION PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.4M

Net assets (EOY)

$10.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHILADELPHIA BAR ASSOCIATION.

Plan sponsor

Name

PHILADELPHIA BAR ASSOCIATION

EIN

23-0968283

Address

1101 MARKET STREET, 11TH FLOOR · PHILADELPHIA, PA · 19107

Phone

(215) 238-6325

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

333

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-16

Pension benefit codes

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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