Plan Snapshot
- Plan Sponsor: Phoenix Houses Of California INC.
- Sponsor EIN: 943015376
- Sponsor Address: 11600 ELDRIDGE AVENUE, LAKE VIEW TERRACE, CA, 91342
- Plan Type: 403(b)
- Total Participants: 386
- Total Assets: $5.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 386 | $5.4M | $347,305 | $496,795 |
| 2023 | 411 | $4.5M | $333,463 | $535,692 |
| 2022 | 422 | $5.6M | $344,343 | $699,334 |
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 |
|---|---|---|---|---|
| FARBER HAAS HURLEY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FARBER HAAS HURLEY LLP — Auditor
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 | $28,141 | — | $28,141 | — | — |
| 2023 | $6,184 | — | $6,184 | — | — |
| 2022 | $8,213 | — | $8,213 | — | — |