Plan Snapshot
- Plan Sponsor: American Phoenix, INC.
- Sponsor EIN: 391761001
- Sponsor Address: 800 WISCONSIN ST, EAU CLAIRE, WI, 547033588
- Plan Type: 401(k)
- Total Participants: 308
- Total Assets: $7.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 308 | $7.6M | $83,786 | $838,773 |
| 2023 | 370 | $7.0M | $310,861 | $980,592 |
| 2022 | 388 | $5.5M | $259,991 | $870,075 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $81,114 | — | $81,114 | — | — |
| 2023 | $72,230 | — | $72,230 | — | — |
| 2022 | $62,253 | — | $62,253 | — | — |