# Phifer Incorporated 401(k) Plan
Source: https://planprovider.pro/companies/phifer-incorporated-401k-plan

> Phifer Incorporated's 401(k) plan: 1,132 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Phifer Incorporated

- **Sponsor EIN:** 630441784

- **Sponsor Address:** 4400 KAULOOSA AVENUE, TUSCALOOSA, AL, 35401

- **Plan Type:** 401(k)

- **Total Participants:** 1,132

- **Total Assets:** $184.0M

## 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|1,132|$184.0M|$5.3M|$6.8M|

| 2023|1,153|$170.7M|$5.2M|$6.1M|

| 2022|1,222|$158.2M|$5.1M|$6.1M|

## 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|

| JOHN HANCOCK RETIREMENT PLAN SVCS.|RETAINED BY CLIENT|$44,607|—|$44,607|

| WAY, RAY, SHELTON & CO|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JOHN HANCOCK RETIREMENT PLAN SVCS.](https://planprovider.pro/provider/john-hancock) — RETAINED BY CLIENT

- [WAY, RAY, SHELTON & CO](https://planprovider.pro/provider/way-ray-shelton-and-co-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $44,607

- **Estimated Expense Ratio:** 0.024% 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|$44,607|$4,932|$39,675|—|—|

| 2023|$47,477|$4,462|$43,015|—|—|

| 2022|$40,365|$4,208|$36,157|—|—|

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