Plan Snapshot
- Plan Sponsor: Phoenix Children'S Hospital
- Sponsor EIN: 860422559
- Sponsor Address: 1919 EAST THOMAS ROAD, BUILDING C, PHOENIX, AZ, 85016
- Plan Type: 401(k)
- Total Participants: 8,058
- Total Assets: $691.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 8,058 | $691.1M | $23.7M | $47.4M |
| 2023 | 7,282 | $574.3M | $19.4M | $41.1M |
| 2022 | 6,560 | $461.4M | $16.9M | $35.6M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $299,499 | — | $299,499 |
| PHOENIX CHILDREN'S HOSPITAL | PLAN ADMINISTRATOR | $49,796 | — | $49,796 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $349,295
- Estimated Expense Ratio: 0.051% 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 | $349,094 | — | — | — | — |
| 2023 | $306,521 | — | — | — | — |
| 2022 | $313,253 | — | — | — | — |