# Phillips Infrastructure Hldgs, INC 401(k) Plan
Source: https://planprovider.pro/companies/phillips-infrastructure-hldgs-inc-823206761-501

> Phillips Infrastructure Hldgs, INC's 401(k) plan: 1,562 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Phillips Infrastructure Hldgs, INC

- **Sponsor EIN:** 823206761

- **Sponsor Address:** 10142 PARKSIDE DRIVE SUITE 500, KNOXVILLE, TN, 37922

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

- **Plan Number:** 501

- **Total Participants:** 1,562

- **Total Assets:** $827,236

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,562|$827,236|$9.7M|$3.7M|

| 2023|1,347|$1.4M|$9.2M|$3.6M|

| 2022|1,409|$1.1M|$8.0M|$3.9M|

## 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|

| CIGNA HEALTH & LIFE INS. COMPANY|Recordkeeper|$1,075,608|$10,356|$1,085,964|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,085,964

- **Estimated Expense Ratio:** 131.276% 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|$16,684|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|$3,986|—|—|—|—|

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