Plan Snapshot
- Plan Sponsor: Phd Manufacturing INC
- Sponsor EIN: 341098720
- Sponsor Address: 44018 COLUMBIANA- WATERFORD RD, COLUMBIANA, OH, 44408
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $5.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 100 | $5.9M | $166,585 | $448,939 |
| 2023 | 98 | $5.7M | $159,651 | $442,521 |
| 2022 | 98 | $6.1M | $152,607 | $439,835 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | Recordkeeper | $19,988 | — | $19,988 |
| LEVELIZED COMPENSATION ADVISOR | Investment Advisor | $18,739 | — | $18,739 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,727
- Estimated Expense Ratio: 0.660% 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 | $38,408 | $17,620 | $19,928 | — | — |
| 2023 | $39,820 | $23,213 | $15,747 | — | — |
| 2022 | $44,786 | $22,638 | $20,741 | — | $1,407 |