# Phoenix Innovations, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/phoenix-innovations-inc-844304073-502

> Phoenix Innovations, INC.'s Health & Welfare plan: 103 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Phoenix Innovations, INC.

- **Sponsor EIN:** 844304073

- **Sponsor Address:** 4254 S. ARKANSAS AVE, RUSSELLVILLE, AR, 72802

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 103

- **Total Assets:** $180,475

## 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.|

| 2025|103|$180,475|$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|

| THE BENECON GROUP, LLC|Investment Advisor|$85,696|—|$85,696|

| ONEDIGITAL (ORLANDO, FL)|Investment Advisor|$43,260|—|$43,260|

| MERITAIN HEALTH, AN AETNA COMPANY|Other Service Provider|$11,661|—|$11,661|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $140,617

- **Estimated Expense Ratio:** 77.915% 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|

| 2025|$1,281,449|—|—|—|—|

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