Original filing (PDF)20250620160301NAL0004034497001

TRAVELERS AID SOCIETY OF PHILA

Name: TRAVELERS AID SOCIETY OF PHILA — 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TRAVELERS AID SOCIETY OF PHILADELPHIA DBA FAMILIES FORWARD PHILADELPHIA, Form 5500 (2024)
Creator: TRAVELERS AID SOCIETY OF PHILA

Form 5500-SF

FILING_RECEIVED

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TRAVELERS AID SOCIETY OF PHILADELPHIA DBA FAMILIES FORWARD PHILADELPHIA

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$914K

Net assets (EOY)

$914K

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 TRAVELERS AID SOCIETY OF PHILA.

Plan sponsor

Name

TRAVELERS AID SOCIETY OF PHILA

EIN

23-1161210

Address

111 N 49TH ST · PHILADELPHIA, PA · 191392718

Phone

(215) 240-4815

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-20

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

2K · 401(m) arrangement

2E · Profit-sharing

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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