Plan Snapshot
- Plan Sponsor: Park Holding (Phi) Service, LLC
- Sponsor EIN: 813585654
- Sponsor Address: 2060 MT PARAN ROAD NW, ATLANTA, GA, 30327
- Plan Type: 401(k)
- Plan Number: 004
- Total Participants: 651
- Total Assets: $11.8M
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. |
|---|---|---|---|---|
| 2023 | 651 | $11.8M | $559,883 | $1.1M |
| 2022 | 597 | $9.5M | $453,911 | $959,307 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $57,840 | — | $57,840 |
| ONE DIGITAL | Investment Advisor | $25,370 | — | $25,370 |
| BENNETT THRASHER | Auditor | $17,955 | — | $17,955 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- ONE DIGITAL — Investment Advisor
- BENNETT THRASHER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $101,165
- Estimated Expense Ratio: 0.854% 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 |
|---|---|---|---|---|---|
| 2023 | $101,165 | — | — | $17,955 | — |
| 2022 | $112,784 | — | — | — | — |