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Sponsor portfolio

PHILADELPHIAN OWNERS' ASSOCIATION

EIN 23-2148526-commercial real estate-Latest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
65
2401 PENNSYLVANIA AVENUE - PHILADELPHIA, PA 19130215-232-7400LinkedIn1-10 employeescommercial real estate
Plans on this EIN
2 filings
#001401k-$1.1M - 53 part#002401k-$302K - 12 part

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 65 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • UNION EMPLOYEES 401(K) (#001)78%
  • PHILADELPHIAN MANAGEMENT 401(K... (#002)22%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • UNION EMPLOYEES 401(K) (#001)53
  • PHILADELPHIAN MANAGEMENT 401(K... (#002)12
Total 65Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PHILADELPHIAN UNION EMPLOYEES 401(K) PLAN

401k

Assets$1.1M
Participants53
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

THE PHILADELPHIAN MANAGEMENT 401(K) PLAN

401k

Assets$302K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PHILADELPHIAN UNION EMPLOYEES 401(K) PLAN401k$1.1M532024
002THE PHILADELPHIAN MANAGEMENT 401(K) PLAN401k$302K122024
Retirement plans
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