Plan Snapshot
- Plan Sponsor: Phillips Managed Support Srvcs
- Sponsor EIN: 475507628
- Sponsor Address: 501 FULLING MILL RD, MIDDLETOWN, PA, 17057
- Plan Type: 401(k)
- Total Participants: 175
- Total Assets: $11.1M
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 | 175 | $11.1M | $79,418 | $517,856 |
| 2023 | 152 | $9.6M | $84,716 | $400,784 |
| 2022 | 141 | $10.1M | $101,985 | $610,137 |
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 |
|---|---|---|---|---|
| TROUT CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TROUT CPA — 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 | $44,303 | $22,523 | — | — | — |
| 2023 | $41,280 | $22,082 | — | — | — |
| 2022 | $43,386 | — | — | — | — |