# Phoenix Global 401(k) Plan
Source: https://planprovider.pro/companies/phoenix-global-401k-plan

> Phoenix Global's 401(k) plan: 402 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/commonwealth-financial-network) — INVESTMENT ADVISOR

- [JPMORGAN INVEST HOLDINGS LLC](https://planprovider.pro/provider/jp-morgan-asset-management) — RECORDKEEPER

- [KREISCHER MILLER](https://planprovider.pro/provider/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|—|—|

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