# Phipps Houses 401(k) Plan
Source: https://planprovider.pro/companies/phipps-houses-401k-plan

> Phipps Houses's 401(k) plan: 448 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Phipps Houses

- **Sponsor EIN:** 111187480

- **Sponsor Address:** 902 BROADWAY, NEW YORK, NY, 100106033

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

- **Total Participants:** 448

- **Total Assets:** $27.1M

## 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|448|$27.1M|$1.2M|$2.2M|

| 2023|429|$24.7M|$1.1M|$2.2M|

| 2022|414|$19.7M|$791,192|$1.9M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$82,323|—|$82,323|

| COHNREZNICK LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $82,323

- **Estimated Expense Ratio:** 0.303% 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|$82,324|—|$82,324|—|—|

| 2023|$92,460|—|$92,460|—|—|

| 2022|$88,610|—|$88,610|—|—|

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