Plan Snapshot
- Plan Sponsor: Phase3 Media, LLC
- Sponsor EIN: 582598836
- Sponsor Address: 3560 ATLANTA INDUSTRIAL DR., ATLANTA, GA, 30331
- Plan Type: 401(k)
- Total Participants: 175
- Total Assets: $8.1M
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 | 175 | $8.1M | $48,985 | $809,664 |
| 2023 | 187 | $7.7M | $45,903 | $833,867 |
| 2022 | 170 | $5.3M | $0 | $686,982 |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $33,237 | — | $33,237 |
| CAPE INVESTMENT ADVISORY,INC | Investment Advisor | $30,397 | — | $30,397 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,634
- Estimated Expense Ratio: 0.787% 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 | $63,634 | $30,397 | — | — | — |
| 2023 | $57,471 | $25,201 | — | — | — |
| 2022 | $52,015 | — | — | — | — |