# Phoenix Motor Company 401(k) Plan
Source: https://planprovider.pro/companies/phoenix-motor-company-401k-plan

> Phoenix Motor Company's 401(k) plan: 216 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Phoenix Motor Company

- **Sponsor EIN:** 860044060

- **Sponsor Address:** 4725 N. SCOTTSDALE RD, SCOTTSDALE, AZ, 85251

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

- **Total Participants:** 216

- **Total Assets:** $7.6M

## 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|216|$7.6M|$0|$880,488|

| 2023|206|$6.3M|$0|$843,467|

| 2022|206|$5.0M|$0|$835,224|

## 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|

| B VAL CPAS & ADVISORS, LLP|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|$906,855|—|$33,153|—|—|

| 2023|$652,904|—|$26,035|—|—|

| 2022|$26,789|$2,787|—|—|—|

## Similar Plans

- [O'Rielly Motor Company & Affiliates](https://planprovider.pro/companies/o-rielly-motor-company-affiliates-401k-plan) — 190 participants

- [Butori Corp](https://planprovider.pro/companies/butori-corp-401k-plan) — 250 participants

- [Autofocus, INC.](https://planprovider.pro/companies/autofocus-inc-401k-plan) — 257 participants

- [Rowe Enterprises, INC.](https://planprovider.pro/companies/rowe-enterprises-inc-401k-plan) — 167 participants

- [Bill Alexander Ford Lincoln Mercury, INC.](https://planprovider.pro/companies/bill-alexander-ford-lincoln-mercury-inc-401k-plan) — 165 participants

- [San Tan Auto Partners, LLC](https://planprovider.pro/companies/san-tan-auto-partners-llc-401k-plan) — 273 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/phoenix-motor-company-401k-plan)

© 2026 PlanProvider.Pro