# Phe, INC. 401(k) Plan
Source: https://planprovider.pro/companies/phe-inc-401k-plan-001-5746

> Phe, INC.'s 401(k) plan: 228 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| MVP PLAN ADMINISTRATORS, INC.|RECORDKEEPER|$37,247|—|$37,247|

| GORDON ASSET MANAGEMENT, LLC|INVESTMENT ADVISOR|$26,847|—|$26,847|

| CHARLES SCHWAB TRUST BANK|CUSTODIAN|$8,192|—|$8,192|

| CITRIN COOPERMAN & COMPANY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GORDON ASSET MANAGEMENT, LLC](https://planprovider.pro/provider/gordon-asset-management-llc) — INVESTMENT ADVISOR

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — CUSTODIAN

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $72,286

- **Estimated Expense Ratio:** 0.183% 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|$72,286|$26,847|—|—|—|

| 2023|$62,384|$26,816|$33,216|—|—|

| 2022|$63,939|$27,115|$36,757|—|—|

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