# Phoenix Air Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/phoenix-air-group-inc-401k-plan

> Phoenix Air Group, INC.'s 401(k) plan: 308 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Phoenix Air Group, INC.

- **Sponsor EIN:** 581653300

- **Sponsor Address:** 100 PHOENIX AIR DRIVE, CARTERSVILLE, GA, 30120

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

- **Total Participants:** 308

- **Total Assets:** $26.9M

## 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|308|$26.9M|$519,649|$1.8M|

| 2023|312|$23.3M|$514,326|$1.8M|

| 2022|323|$19.7M|$487,725|$1.7M|

## 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|$37,365|—|$37,365|

| INVESTMENT RESEARCH|INVESTMENT ADVISORY|$19,994|—|$19,994|

| READ, MARTIN & SLICKMAN, CPAS, LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $57,359

- **Estimated Expense Ratio:** 0.213% 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|$57,513|$19,994|$37,324|—|—|

| 2023|$54,395|$18,745|$35,634|—|—|

| 2022|$46,034|$18,743|$27,291|—|—|

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