Plan Snapshot
- Plan Sponsor: Phillips Edison & Company Ltd
- Sponsor EIN: 311669229
- Sponsor Address: 11501 NORTHLAKE DRIVE, CINCINNATI, OH, 45249
- Plan Type: 401(k)
- Total Participants: 320
- Total Assets: $56.4M
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 | 320 | $56.4M | $1.1M | $3.5M |
| 2023 | 293 | $51.3M | $1.1M | $3.2M |
| 2022 | 283 | $41.1M | $981,493 | $3.1M |
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 |
|---|---|---|---|---|
| DEAN DORTON ALLEN FORD, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DEAN DORTON ALLEN FORD, PLLC — 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 | $112,897 | $38,213 | — | — | — |
| 2023 | $77,520 | $25,627 | — | — | — |
| 2022 | $72,833 | $23,720 | $49,113 | — | — |