Phelps Fan, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Phelps Fan, LLC
  • Sponsor EIN: 710819625
  • Sponsor Address: PO BOX 190718, LITTLE ROCK, AR, 72219
  • Plan Type: 401(k)
  • Total Participants: 34
  • Total Assets: $3.6M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202434$3.6M$54,527$155,876
202325$3.0M$53,117$152,915
202224$2.1M$52,684$140,164

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