# Phoenix Healthcare Management Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/phoenix-healthcare-management-services-inc-401k-plan

> Phoenix Healthcare Management Services, INC.'s 401(k) plan: 168 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Phoenix Healthcare Management Services, INC.

- **Sponsor EIN:** 582002963

- **Sponsor Address:** 900 CIRCLE 75 PKWY STE 1235, ATLANTA, GA, 303396080

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

- **Total Participants:** 168

- **Total Assets:** $14.5M

## 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|168|$14.5M|$524,172|$852,596|

| 2023|154|$13.3M|$503,599|$861,549|

| 2022|181|$11.8M|$473,760|$809,977|

## 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|

| DRAFFIN TUCKER|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$80,695|—|$80,695|—|—|

| 2023|$72,677|—|$72,677|—|—|

| 2022|$67,878|—|$67,878|—|—|

## Similar Plans

- [The Vl Davis Group Corporation](https://planprovider.pro/companies/the-vl-davis-group-corporation-401k-plan) — 7 participants

- [Advantage Commercial Cleaning & Restoration, INC.](https://planprovider.pro/companies/advantage-commercial-cleaning-restoration-inc-plan) — 5 participants

- [Timann Enterprises, INC.](https://planprovider.pro/companies/timann-enterprises-inc-plan) — 1 participants

- [Stahr Ventures INC.](https://planprovider.pro/companies/stahr-ventures-inc-plan) — 1 participants

- [Hollis Cobb Associates, INC.](https://planprovider.pro/companies/hollis-cobb-associates-inc-401k-plan) — 617 participants

- [Sizemore, INC.](https://planprovider.pro/companies/sizemore-inc-401k-plan-001-6894) — 9,520 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/phoenix-healthcare-management-services-inc-401k-plan)

© 2026 PlanProvider.Pro