Plan Snapshot
- Plan Sponsor: Phalanx Family Services
- Sponsor EIN: 364468891
- Sponsor Address: 837 W 119TH ST, CHICAGO, IL, 606435211
- Plan Type: 401(k)
- Total Participants: 68
- Total Assets: $1.3M
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 | 68 | $1.3M | $113,848 | $104,907 |
| 2023 | 60 | $1.1M | $107,363 | $97,382 |
| 2022 | 122 | $944,758 | $84,164 | $83,231 |
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 |
|---|---|---|---|---|
| POOLER CPA GROUP LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- POOLER CPA GROUP LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $7,032 | $3,056 | $3,976 | — | — |
| 2023 | $5,728 | $2,707 | $3,021 | — | — |
| 2022 | — | — | — | — | — |