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Original filing (PDF)20260310115140NAL0003860819001
OVERBROOK FRIEDLANDER PROGRAMS
Form 5500
FILING_RECEIVED
OVERBROOK FRIEDLANDER PROGRAMS 403(B) RETIREMENT PLAN
403(b) retirement plan
Signals · 2
Late filing · 3.8 mo~143 bps in Sched C fees
Active participants
91
Accounts w/ balance
126
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
85
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Filed 3.8 months past the 10.5-month grace window.
- 143 bps in Schedule C fees — 174% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OVERBROOK FRIEDLANDER PROGRAMS.
Plan sponsor
Name
OVERBROOK FRIEDLANDER PROGRAMS
EIN
23-2469202
Address
1900 WYNNEWOOD RD · PHILADELPHIA, PA · 19151
Phone
(215) 877-0073
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
2026-03-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
TAIT, WELLER & BAKER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE FINANCIAL | 31-1592130 | COLUMBUS, OH | CUSTODIAN | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP | 13-4096969 | WARRINGTON, PA | ADVISOR/TPA | $13K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC. | 33-0905143 | ALISO VIEJO, CA | BROKER/DEALER FIRM | $28K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRINKER CAPITAL INVESTMENTS | 13-4109249 | OMAHA, NE | THIRD PARTY INVESTMENT A | $5K | — |
Investments
26 direct securities· $3.3M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Amfds Inc Fd Am R6 | — | — | — | $429K | 12.6% | |
| Destinations Funds Dest Lgcap Eq Z | — | — | — | $389K | 11.4% | |
| Vanguard Vngrd Trgt Rtrmt 2030 Inv | — | — | — | $373K | 10.9% | |
| Vanguard Vngrd Trgt Rtrmt 2035 Inv | — | — | — | $288K | 8.4% | |
| Vanguard Vngrd Trgt Rtrmt 2045 Inv | — | — | — | $236K | 6.9% | |
| Destinations Funds Dest Cor Fxd Inc Z | — | — | — | $219K | 6.4% | |
| Destinations Funds Dest Intl Eq Z | — | — | — | $192K | 5.6% | |
| Participant Loans (Interest at prime rate plus 1%) | — | — | — | $156K | 4.6% | |
| Vanguard Vngrd Trgt Rtrmt 2040 Inv | — | — | — | $154K | 4.5% | |
| Vanguard Vngrd Trgt Rtrmt Inc | — | — | — | $148K | 4.3% | |
| Vanguard Vngrd Trgt Rtrmt 2050 Inv | — | — | — | $92K | 2.7% | |
| Vanguard Vngrd Trgt Rtrmt 2025 Inv | — | — | — | $87K | 2.5% | |
| Destinations Funds Dest Shltr Z 114 Destinations Funds Dest Smmidcap Eq Z | — | — | — | $77K | 2.3% | |
| Destinations Funds Dest Glbl Fxd Inc Oppr Z | — | — | — | $67K | 2.0% | |
| Vanguard Vngrd Trgt Rtrmt 2055 Inv | — | — | — | $65K | 1.9% | |
| American Funds Amfds Gr Fd Am R6 | — | — | — | $60K | 1.8% | |
| Destinations Funds Dest Mult Strat Altnatv Z | — | — | — | $57K | 1.7% | |
| Dimensional Funds Dfa US Trgt Val Inst 150 Federated Hermes Fed Hrms Gov Oblgtns Prmr | — | — | — | $55K | 1.6% | |
| Vanguard Vngrd Trgt Rtrmt 2060 Inv | — | — | — | $29K | 0.9% | |
| Destinations Funds Dest Low Dur Fxd Inc Z | — | — | — | $26K | 0.8% | |
| Dimensional Funds Dfa Us Lgcap Val Inst | — | — | — | $23K | 0.7% | |
| Carillon Funds Cariln Eagle Mdcap Gr I | — | — | — | $22K | 0.7% | |
| Destinations Funds Dest Eq Inc Z | — | — | — | $21K | 0.6% | |
| Vanguard Vngrd Trgt Rtrmt 2020 Inv | — | — | — | $13K | 0.4% | |
| Fidelity Fid 500 Index 306 Vanguard Vngrd Mid-Cap Idx Fd As | — | — | — | $11K | 0.3% | |
| Dimensional Funds Dfa Intl Sustnbl Cor 1 | — | — | — | $2K | <0.1% |
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