Plan Snapshot
- Plan Sponsor: Dayton-Phoenix Group, INC.
- Sponsor EIN: 311356760
- Sponsor Address: 1619 KUNTZ RD, DAYTON, OH, 45404
- Plan Type: 401(k)
- Total Participants: 195
- Total Assets: $40.9M
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 | 195 | $40.9M | $779,042 | $1.5M |
| 2023 | 197 | $37.6M | $757,770 | $1.5M |
| 2022 | 183 | $32.6M | $713,996 | $1.5M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $68,312 | — | $68,312 |
| EVERHART ADVISORS | NONE | $37,251 | — | $37,251 |
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- EVERHART ADVISORS — NONE
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $105,563
- Estimated Expense Ratio: 0.258% of plan assets
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 | $105,563 | — | $105,563 | — | — |
| 2023 | $95,760 | — | $95,760 | — | — |
| 2022 | $99,194 | — | $99,194 | — | — |