# Phoenix Logistics, LLC 401(k) Plan
Source: https://planprovider.pro/companies/phoenix-logistics-llc-401k-plan

> Phoenix Logistics, LLC's 401(k) plan: 601 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| MERRILL LYNCH PIERCE FENNER & SMITH|INVESTMENT ADVISOR|$48,194|—|$48,194|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$30,556|—|$30,556|

| CLIFTON LARSON ALLEN|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTON LARSON ALLEN](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $78,750

- **Estimated Expense Ratio:** 0.185% 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|

| 2024|$78,750|$78,750|—|—|—|

| 2023|$51,941|$49,496|—|—|—|

| 2022|$55,157|$52,224|$2,933|—|—|

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