# Phoenix American Incorporated 401(k) Plan
Source: https://planprovider.pro/companies/phoenix-american-incorporated-942191861-002

> Phoenix American Incorporated's 401(k) plan: 76 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Phoenix American Incorporated

- **Sponsor EIN:** 942191861

- **Sponsor Address:** 125 EAST SIR FRANCIS DRAKE BLVD, LARKSPUR, CA, 94939

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

- **Plan Number:** 002

- **Total Participants:** 76

- **Total Assets:** $26.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|76|$26.1M|$0|$929,711|

| 2023|160|$24.7M|$0|$1.1M|

| 2022|153|$18.9M|$0|$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|

| ARMANINO 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|$3,007|$1,763|—|—|—|

| 2023|$2,834|$1,499|—|—|—|

| 2022|$1,795|$1,020|—|—|—|

## Similar Plans

- [Trinet Hr Iv, LLC](https://planprovider.pro/companies/trinet-hr-iv-llc-401k-plan) — 28,477 participants

- [Newport Group, INC.](https://planprovider.pro/companies/newport-group-inc-401k-plan-016) — 22,638 participants

- [Newport Group, INC.](https://planprovider.pro/companies/newport-group-inc-401k-plan-002) — 11,059 participants

- [Newport Group, INC.](https://planprovider.pro/companies/newport-group-inc-401k-plan-012) — 4,855 participants

- [Warners Food Management INC.](https://planprovider.pro/companies/warners-food-management-inc-plan) — 3,230 participants

- [Newport Group, INC.](https://planprovider.pro/companies/newport-group-inc-plan-031) — 2,618 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/phoenix-american-incorporated-942191861-002)

© 2026 PlanProvider.Pro