Plan Snapshot
- Plan Sponsor: Phe, INC.
- Sponsor EIN: 561335746
- Sponsor Address: PO BOX 8200, HILLSBOROUGH, NC, 27278
- Plan Type: 401(k)
- Total Participants: 228
- Total Assets: $39.4M
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 | 228 | $39.4M | $1.3M | $1.0M |
| 2023 | 248 | $38.6M | $1.6M | $1.0M |
| 2022 | 244 | $34.6M | $2.2M | $1.1M |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY LLP | 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 | $72,286 | $26,847 | — | — | — |
| 2023 | $62,384 | $26,816 | $33,216 | — | — |
| 2022 | $63,939 | $27,115 | $36,757 | — | — |