# Phoenix Investors A Limited Liability Company 401(k) Plan
Source: https://planprovider.pro/companies/phoenix-investors-a-limited-liability-company-401k-plan

> Phoenix Investors A Limited Liability Company's 401(k) plan: 186 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Phoenix Investors A Limited Liability Company

- **Sponsor EIN:** 391785189

- **Sponsor Address:** 401 E. KILBORN AVE., MILWAUKEE, WI, 53202

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

- **Total Participants:** 186

- **Total Assets:** $7.4M

## 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|186|$7.4M|$428,793|$1.1M|

| 2023|227|$5.6M|$428,099|$986,755|

| 2022|108|$3.9M|$307,850|$752,391|

## 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|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-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|$56,955|$17,084|$10,335|—|—|

| 2023|$45,806|—|$45,806|—|—|

| 2022|$24,567|—|—|—|$24,567|

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