Plan Snapshot
- Plan Sponsor: Phillips Manufacturing Co.
- Sponsor EIN: 470760712
- Sponsor Address: 4949 SOUTH 30TH STREET, OMAHA, NE, 68107
- Plan Type: 401(k)
- Total Participants: 291
- Total Assets: $15.2M
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 | 291 | $15.2M | $292,314 | $1.2M |
| 2023 | 262 | $14.2M | $314,997 | $1.2M |
| 2022 | 247 | $12.4M | $304,397 | $1.1M |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | $14,500 | — | $14,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,500
- Estimated Expense Ratio: 0.096% 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 | $70,293 | $17,993 | $37,800 | $14,500 | — |
| 2023 | $65,137 | $17,993 | $32,344 | $14,800 | — |
| 2022 | $60,621 | $28,941 | $31,680 | — | — |