Plan Snapshot
- Plan Sponsor: Phoenix Global
- Sponsor EIN: 931907691
- Sponsor Address: 4 RADNOR CORPORATE CENTER, RADNOR, PA, 19087
- Plan Type: 401(k)
- Total Participants: 402
- Total Assets: $14.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 402 | $14.2M | $1.3M | $1.6M |
| 2023 | 637 | $13.3M | $1.4M | $1.8M |
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 |
|---|---|---|---|---|
| PENTEGRA SERVICES INC | CONTRACT ADMIN | $53,768 | — | $53,768 |
| COMMONWEALTH EQUITY SERVICES | INVESTMENT ADVISOR | $34,024 | — | $34,024 |
| JPMORGAN INVEST HOLDINGS LLC | RECORDKEEPER | $16,307 | — | $16,307 |
| KREISCHER MILLER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COMMONWEALTH EQUITY SERVICES — INVESTMENT ADVISOR
- JPMORGAN INVEST HOLDINGS LLC — RECORDKEEPER
- KREISCHER MILLER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $104,099
- Estimated Expense Ratio: 0.735% 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 | $111,498 | — | — | — | — |
| 2023 | $124,780 | — | $124,780 | — | — |