Original filing (PDF)20251015120735NAL0004488705001

THE CHAMBER OF COMMERCE FOR GRT PHILADELPHIA

Name: THE CHAMBER OF COMMERCE FOR GRT PHILADELPHIA — THE CHAMBER OF COMMERCE FOR GRT PHILADELPHIA 401(K) PLAN, Form 5500 (2024)
Creator: THE CHAMBER OF COMMERCE FOR GRT PHILADELPHIA

Form 5500

FILING_RECEIVED

THE CHAMBER OF COMMERCE FOR GRT PHILADELPHIA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

148

Plan assets (EOY)

$16.5M

Net assets (EOY)

$16.5M

How this plan invests

This plan

23 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE CHAMBER OF COMMERCE FOR GRT PHILADELPHIA.

Plan sponsor

Name

THE CHAMBER OF COMMERCE FOR GRT PHILADELPHIA

EIN

23-0969030

Address

200 SOUTH BROAD STREET · SUITE 700 · PHILADELPHIA, PA · 191023813

Phone

(215) 790-3644

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP, INC.	23-1945930	—	NONE	$5K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
KREISCHER MILLER	23-1980475	—	NONE	$9K	—

Investments

23 direct securities· $16.5M(100% of reported assets)

Other securities

$14.8M

19 holdings

Common Stock

$1.2M

2 holdings

Cash / Money Market

$430K

1 holding

Participant loans

$70K

1 holding

					% of plan
Nuveen Equity Index R6 Nuveen 0	Other securities	—	—	$3.0M	18.0%
BlackRock Mid-Cap Growth Equity Instl BlackRock 0	Other securities	—	—	$2.4M	14.7%
Vanguard Value Index Inv Vanguard 0	Other securities	—	—	$2.0M	12.0%
Vanguard Growth Index Inv Vanguard 0	Other securities	—	—	$1.4M	8.5%
Vanguard Wellesley Income Inv Vanguard 0	Other securities	—	—	$1.0M	6.1%
Vanguard Balanced Index Inv Vanguard 0	Other securities	—	—	$938K	5.7%
Vanguard Interm-Term Corp Bond ETF Vanguard 0	Common Stock	—	—	$913K	5.5%
Nuveen International Equity Index R6 Nuveen 0	Other securities	—	—	$789K	4.8%
Vanguard Small-Cap Value Index Inv Vanguard 0	Other securities	—	—	$783K	4.7%
T. Rowe Price Ret 2050 Inv T. Rowe Price 0	Other securities	—	—	$597K	3.6%
T. Rowe Price Retirement 2060 I T. Rowe Price 0	Other securities	—	—	$441K	2.7%
Vanguard Cash Reserves Federal MM Adm Vanguard 0	Cash / Money Market	—	—	$430K	2.6%
Vanguard Mid-Cap Index Inv Vanguard 0	Other securities	—	—	$371K	2.2%
T. Rowe Price Ret 2055 Inv T. Rowe Price 0	Other securities	—	—	$348K	2.1%
Vanguard Short Term Corp Bd Index ETF Vanguard 0	Common Stock	—	—	$292K	1.8%
Vanguard Real Estate Index Inv Vanguard 0	Other securities	—	—	$219K	1.3%
T. Rowe Price Ret 2035 Inv T. Rowe Price 0	Other securities	—	—	$187K	1.1%
T. Rowe Price Ret 2030 Inv T. Rowe Price 0	Other securities	—	—	$142K	0.9%
T. Rowe Price Ret 2045 Inv T. Rowe Price 0	Other securities	—	—	$137K	0.8%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$70K	0.4%
T. Rowe Price Ret 2040 Inv T. Rowe Price 0	Other securities	—	—	$25K	0.2%
Vanguard Inflation-Protected Sec Inv Vanguard 0	Other securities	—	—	$19K	0.1%
T. Rowe Price Ret 2025 Inv T. Rowe Price 0	Other securities	—	—	$5K	<0.1%