Plan Snapshot
- Plan Sponsor: Phillips Pet Food & Supplies, INC.
- Sponsor EIN: 230975205
- Sponsor Address: 3747 HECKTOWN ROAD, EASTON, PA, 18045
- Plan Type: 401(k)
- Total Participants: 1,294
- Total Assets: $36.5M
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 | 1,294 | $36.5M | $764,515 | $2.5M |
| 2023 | 772 | $35.9M | $846,127 | $2.7M |
| 2022 | 857 | $31.1M | $842,953 | $2.8M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, 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 | $102,379 | $41,382 | $300 | — | — |
| 2023 | $96,701 | $36,985 | — | — | — |
| 2022 | $100,352 | $6,112 | — | — | — |