# Phoenix Houses Of California INC. 403(b) Plan
Source: https://planprovider.pro/companies/phoenix-houses-of-california-inc-403b-plan

> Phoenix Houses Of California INC.'s 403(b) plan: 386 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/farber-hass-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|—|—|

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