Plan Snapshot
- Plan Sponsor: Phenix Label Company, INC.
- Sponsor EIN: 481074424
- Sponsor Address: 11610 S. ALDEN STREET, OLATHE, KS, 66062
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $16.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 125 | $16.5M | $354,991 | $839,390 |
| 2023 | 132 | $14.5M | $351,399 | $782,883 |
| 2022 | 124 | $13.6M | $340,854 | $769,743 |
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 |
|---|---|---|---|---|
| KELLER & OWENS | 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 | $56,532 | $46,527 | — | — | — |
| 2023 | $53,735 | — | $53,735 | — | — |
| 2022 | $50,534 | $48,333 | $2,201 | — | — |