# Phillips Farms, LLC 401(k) Plan
Source: https://planprovider.pro/companies/phillips-farms-llc-401k-plan

> Phillips Farms, LLC's 401(k) plan: 171 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Phillips Farms, LLC

- **Sponsor EIN:** 680466748

- **Sponsor Address:** 4580 WEST HIGHWAY 12, LODI, CA, 95242

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

- **Total Participants:** 171

- **Total Assets:** $14.5M

## 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|171|$14.5M|$316,153|$874,765|

| 2023|172|$12.1M|$367,994|$912,131|

| 2022|180|$10.4M|$378,294|$997,347|

## 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|

| BOWMAN AND COMPANY LLP|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|$1,300|—|—|—|—|

| 2023|$1,719|—|—|—|—|

| 2022|$1,553|—|—|—|—|

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