# Next Phase Enterprises, LLC 401(k) Plan
Source: https://planprovider.pro/companies/next-phase-enterprises-llc-plan

> Next Phase Enterprises, LLC's 401(k) plan: 132 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Next Phase Enterprises, LLC

- **Sponsor EIN:** 860799899

- **Sponsor Address:** 4020 E. INDIAN SCHOOL ROAD, PHOENIX, AZ, 85018

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

- **Total Participants:** 132

- **Total Assets:** $27.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|132|$27.5M|$1.6M|$997,073|

| 2023|130|$23.8M|$2.4M|$1.1M|

| 2022|116|$18.4M|$1.7M|$853,283|

## 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|

| EIDE BAILLY LLP|Auditor|$11,531|—|$11,531|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EIDE BAILLY LLP](https://planprovider.pro/provider/eide-bailly-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $11,531

- **Estimated Expense Ratio:** 0.042% 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|$54,120|$41,489|$1,100|$11,531|—|

| 2023|$33,952|$32,502|$1,450|—|—|

| 2022|$57,326|$56,526|$800|—|—|

## Similar Plans

- [Surgenex LLC](https://planprovider.pro/companies/surgenex-llc-401k-plan) — 140 participants

- [Dbsi, INC.](https://planprovider.pro/companies/dbsi-inc-401k-plan) — 147 participants

- [Turnbull Law Group LLC](https://planprovider.pro/companies/turnbull-law-group-llc-401k-plan) — 114 participants

- [Tucson Country Club](https://planprovider.pro/companies/tucson-country-club-401k-plan) — 110 participants

- [Dillon Aero, INC.](https://planprovider.pro/companies/dillon-aero-inc-401k-plan) — 159 participants

- [J.D. Steel Co., INC.](https://planprovider.pro/companies/j-d-steel-co-inc-plan) — 161 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/next-phase-enterprises-llc-plan)

© 2026 PlanProvider.Pro