# Ph Financial Services INC 401(k) Plan
Source: https://planprovider.pro/companies/ph-financial-services-inc-401k-plan

> Ph Financial Services INC's 401(k) plan: 6 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Ph Financial Services INC

- **Sponsor EIN:** 263932020

- **Sponsor Address:** 4550 KEARNY VILLA ROAD SUITE 201, SAN DIEGO, CA, 921231572

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

- **Total Participants:** 6

- **Total Assets:** $7.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|6|$7.2M|$186,465|$65,896|

| 2024|6|$5.8M|$69,959|$70,156|

| 2023|8|$4.8M|$63,148|$69,732|

| 2022|8|$4.5M|$64,016|$70,179|

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