# Phoenix Contact Development And Manufacturing, INC. 401(k) Plan
Source: https://planprovider.pro/companies/phoenix-contact-development-and-manufacturing-inc-401k-plan

> Phoenix Contact Development And Manufacturing, INC.'s 401(k) plan: 1,117 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Phoenix Contact Development And Manufacturing, INC.

- **Sponsor EIN:** 752979405

- **Sponsor Address:** 586 FULLING MILL ROAD, MIDDLETOWN, PA, 17057

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

- **Total Participants:** 1,117

- **Total Assets:** $169.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|1,117|$169.0M|$4.8M|$9.4M|

| 2023|1,106|$143.7M|$4.3M|$8.4M|

| 2022|951|$120.0M|$3.6M|$7.0M|

## 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|

| MERRILL LYNCH, PIERCE, FENNER AND S|RECORDKEEPER|$134,001|—|$134,001|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $134,001

- **Estimated Expense Ratio:** 0.079% 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|$117,602|—|—|—|—|

| 2023|$103,262|—|—|—|—|

| 2022|$105,739|—|—|—|—|

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