# Phoenix Management Solutions, Ll 401(k) Plan
Source: https://planprovider.pro/companies/phoenix-management-solutions-ll-401k-plan

> Phoenix Management Solutions, Ll's 401(k) plan: 199 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Phoenix Management Solutions, Ll

- **Sponsor EIN:** 844250550

- **Sponsor Address:** 2714 N LOOP 1604 E, SAN ANTONIO, TX, 78232

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

- **Total Participants:** 199

- **Total Assets:** $12.6M

## 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|199|$12.6M|$289,968|$955,707|

| 2023|187|$8.4M|$216,343|$754,000|

| 2022|117|$8.7M|$221,006|$609,699|

## 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|

| KSM BUSINESS SERVICES, INC.|Auditor|—|—|$0|

## 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|$89,029|$62,973|—|—|—|

| 2023|$57,169|$22,045|—|—|—|

| 2022|$61,927|—|—|—|—|

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