Plan Snapshot
- Plan Sponsor: Phigenics Management INC
- Sponsor EIN: 201971338
- Sponsor Address: 3S701 WEST AVENUE, WARRENVILLE, IL, 60555
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $14.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 152 | $14.7M | $529,225 | $1.3M |
| 2023 | 144 | $13.3M | $595,371 | $1.2M |
| 2022 | 129 | $9.8M | $477,976 | $1.0M |
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 |
|---|---|---|---|---|
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — Auditor
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 | $14,618 | $11,579 | $3,039 | — | — |
| 2023 | $6,559 | $600 | $5,959 | — | — |
| 2022 | $6,918 | $602 | $6,316 | — | — |