Phoenix Estate Administration INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Phoenix Estate Administration INC.
  • Sponsor EIN: 931397794
  • Sponsor Address: 4 OLD BRIDGE DRIVE, BLUFFTON, SC, 29910
  • Plan Type: DC
  • Total Participants: 0
  • Total Assets: $0

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20250$0$0$0
20241$83,793$0$0
20231$298,279$0$0

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