# Dayton-Phoenix Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/dayton-phoenix-group-inc-401k-plan-002

> Dayton-Phoenix Group, INC.'s 401(k) plan: 195 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [EVERHART ADVISORS](https://planprovider.pro/provider/everhart-advisors) — NONE

- [RSM US LLP](https://planprovider.pro/provider/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|—|—|

## Similar Plans

- [Beacon Mobility Corp.](https://planprovider.pro/companies/beacon-mobility-corp-401k-plan) — 9,731 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/dayton-phoenix-group-inc-401k-plan-002)

© 2026 PlanProvider.Pro