# Fenix Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/fenix-management-llc-401k-plan

> Fenix Management, LLC's 401(k) plan: 1,163 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fenix Management, LLC

- **Sponsor EIN:** 853830614

- **Sponsor Address:** 860 AIRPORT FWY SUITE 701, HURST, TX, 76054

- **Plan Type:** 401(k)

- **Total Participants:** 1,163

- **Total Assets:** $40.0M

## 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|1,163|$40.0M|$1.9M|$3.2M|

| 2023|1,061|$32.9M|$1.6M|$2.8M|

| 2022|999|$25.6M|$1.5M|$2.6M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$123,832|—|$123,832|

| ASCENSUS HOLDINGS INC DBA FUTUREPLA|OTHER|$32,328|—|$32,328|

| KESTRA ADVISORY SERVICES LLC|INVESTMENT ADVISOR|$28,175|—|$28,175|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$18,985|—|$18,985|

| SMITH AND HOWARD PC|AUDITOR|$14,000|—|$14,000|

| SMITH & HOWARD, PC|Auditor|$14,000|—|$14,000|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $231,320

- **Estimated Expense Ratio:** 0.579% 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|$217,320|$47,160|$32,328|$14,000|—|

| 2023|$192,316|$28,332|$48,559|$25,500|—|

| 2022|$131,030|$69,180|$61,850|—|—|

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