Plan Snapshot
- Plan Sponsor: Phoenix Houses Of New England, INC.
- Sponsor EIN: 050315626
- Sponsor Address: 99 WAYLAND AVENUE, SUITE 200, PROVIDENCE, RI, 02906
- Plan Type: DC
- Plan Number: 001
- Total Participants: 0
- Total Assets: $1,538
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 0 | $1,538 | $0 | $0 |
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 |
|---|---|---|---|---|
| SANSIVERI KIMBALL AND CO LLP | Other Service Provider | $23,553 | — | $23,553 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,553
- Estimated Expense Ratio: 1531.404% 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 |
|---|---|---|---|---|---|
| 2023 | $91,054 | $23,553 | $42,780 | — | — |