# Phillips Infrastructure Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/phillips-infrastructure-holdings-inc-401k-plan

> Phillips Infrastructure Holdings, INC.'s 401(k) plan: 1,595 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 Holdings, INC.

- **Sponsor EIN:** 823206761

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

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

- **Total Participants:** 1,595

- **Total Assets:** $77.0M

## 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|1,595|$77.0M|$2.4M|$8.6M|

| 2023|1,060|$65.8M|$2.1M|$6.8M|

| 2022|1,064|$52.9M|$2.1M|$6.9M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$178,434|—|$178,434|

| XXX|OTHER SERVICES|$51,038|—|$51,038|

| RODEFER MOSS & CO, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [RODEFER MOSS & CO, PLLC](https://planprovider.pro/provider/rodefer-moss-and-co-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $229,472

- **Estimated Expense Ratio:** 0.298% 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|$229,472|—|—|—|—|

| 2023|$192,029|$51,500|$600|—|—|

| 2022|$196,427|—|—|—|—|

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