Plan Snapshot
- Plan Sponsor: Phoenix Logistics, LLC
- Sponsor EIN: 860683885
- Sponsor Address: 1405 N. FIESTA BLVD SUITE 130, GILBERT, AZ, 85233
- Plan Type: 401(k)
- Total Participants: 601
- Total Assets: $42.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 601 | $42.5M | $1.7M | $4.4M |
| 2023 | 631 | $35.0M | $1.7M | $4.2M |
| 2022 | 619 | $25.7M | $1.4M | $3.6M |
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 |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN — 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 | $78,750 | $78,750 | — | — | — |
| 2023 | $51,941 | $49,496 | — | — | — |
| 2022 | $55,157 | $52,224 | $2,933 | — | — |