Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TRAVELERS AID SOCIETY OF PHILADELPHIA
EIN 23-1161210Other Services (except Public Administration)Latest filing 2025
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
59
111 N 49TH ST - PHILADELPHIA, PA 191392718215-240-4815
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.0M assets / 59 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TRAVELERS AID SOCIETY OF PHILADELPHIA DBA FAMILIES FORWARD PHILADELPHIA
401k
Assets$1.0M
Participants56
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TRAVELERS AID SOCIETY OF PHILADELPHIA DBA FAMILIES FORWARD PHILADELPHIA
401k
Assets$168
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TRAVELERS AID SOCIETY OF PHILADELPHIA DBA FAMILIES FORWARD PHILADELPHIA | 401k | $1.0M | 56 | 2025 | |
| 002 | TRAVELERS AID SOCIETY OF PHILADELPHIA DBA FAMILIES FORWARD PHILADELPHIA | 401k | $168 | 3 | 2025 |
Retirement plans