Original filing (PDF)20250501090238NAL0006431634001

THE PHILADELPHIA FOUNDATION

Name: THE PHILADELPHIA FOUNDATION — THE PHILADELPHIA FOUNDATION RETIREMENT INCOME PLAN, Form 5500 (2024)
Creator: THE PHILADELPHIA FOUNDATION

Form 5500-SF

FILING_RECEIVED

THE PHILADELPHIA FOUNDATION RETIREMENT INCOME PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

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 THE PHILADELPHIA FOUNDATION.

Plan sponsor

Name

THE PHILADELPHIA FOUNDATION

EIN

23-1581832

Address

1835 MARKET STREET · STE 2410 · PHILADELPHIA, PA · 191032909

Phone

(215) 563-6417

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-01

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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SOCIETY OF HEALTH AND PHYSICAL EDUCATORS