Plan Snapshot
- Plan Sponsor: Phb, INC.
- Sponsor EIN: 251490822
- Sponsor Address: 7900 WEST RIDGE ROAD, FAIRVIEW, PA, 16415
- Plan Type: 401(k)
- Total Participants: 248
- Total Assets: $29.3M
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 | 248 | $29.3M | $376,137 | $748,478 |
| 2023 | 244 | $27.2M | $357,164 | $693,868 |
| 2022 | 237 | $23.6M | $338,820 | $670,047 |
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 |
|---|---|---|---|---|
| SCHAFFNER, KNIGHT, MINNAUGH, & | Auditor | — | — | $0 |
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 | $112,298 | $161 | — | — | — |
| 2023 | $12,900 | — | — | $12,900 | — |
| 2022 | $11,925 | $11,925 | — | — | — |