# Phipps Houses DB Plan
Source: https://planprovider.pro/companies/phipps-houses-plan-001

> Phipps Houses's DB plan: 90 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 FL 13, NEW YORK, NY, 100106033

- **Plan Type:** DB

- **Total Participants:** 90

- **Total Assets:** $53.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|90|$53.2M|$0|$0|

| 2023|109|$51.7M|$0|$0|

| 2022|131|$50.0M|$4.3M|$0|

## 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|

| CREWCIAL PARTNERS|NONE|$108,707|—|$108,707|

| BUCK GLOBAL LLC|NONE|$68,618|—|$68,618|

| HARPER DANESH LLC|NONE|$60,700|—|$60,700|

| WGI EMERGING MARKETS FUND LLC|NONE|$37,044|—|$37,044|

| COHN REZNICK LLP|NONE|$29,750|—|$29,750|

| WILMINGTON TRUST|NONE|$28,341|—|$28,341|

| COVE STREET CAPITAL|NONE|$23,410|—|$23,410|

| COLCHESTER GLOBAL BOND FUND|NONE|$9,435|—|$9,435|

| COHNREZNICK LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [COHN REZNICK LLP](https://planprovider.pro/provider/goldman-sachs) — NONE

- [WILMINGTON TRUST](https://planprovider.pro/provider/trustage) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $366,005

- **Estimated Expense Ratio:** 0.688% 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|$392,410|$143,545|—|—|—|

| 2023|$610,934|$147,507|—|—|—|

| 2022|$664,815|$178,013|—|—|$176,606|

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