Defender Association of Philadelphia 403(b) match, vesting and fees
What Defender Association of Philadelphia's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Kreischer Miller (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,287 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| Defender Association of Philadelphia: employer contribution per participant | $4,408 | |
| Peer median | $2,600 |
| Defender Association of Philadelphia: average balance | $156,119 | |
| Peer median | $84,124 |
| Defender Association of Philadelphia: admin expenses ÷ assets | 0.15% | |
| Peer median | 0.17% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $138M at the end of plan year 2021 to $143M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 936 | $143M | $4M | $4,408 | 0.15% | Not published | Form 5500 ↗ |
| 2023 | 919 | $126M | $2M | $2,464 | 0.18% | Not published | Form 5500 ↗ |
| 2022 | 882 | $114M | $1.8M | $2,332 | 0.16% | Not published | Form 5500 ↗ |
| 2021 | 814 | $138M | $1.7M | $2,413 | 0.19% | Not published | Form 5500 ↗ |
Common questions
Does Defender Association of Philadelphia match 401(k) contributions?
The match terms for the Defender Association of Philadelphia Tax Deferred Annuity Plan have not been published from its filing yet. The plan year 2024 filing reports $4M in employer contributions, about $4,408 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Defender Association of Philadelphia 401(k) match vested?
The vesting schedule for the Defender Association of Philadelphia Tax Deferred Annuity Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Defender Association of Philadelphia 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Defender Association of Philadelphia.
I left Defender Association of Philadelphia. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Defender Association of Philadelphia, (267) 765-6727) or the recordkeeper, Transamerica Retirement Solutions. The Defender Association of Philadelphia old 401(k) page lists the contacts from every plan filing. Find an old Defender Association of Philadelphia 401(k)
Data from the public Form 5500 annual reports Defender Association of Philadelphia filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Defender Association of Philadelphia. Not financial advice. Report a correction · Methodology