Plan Snapshot
- Plan Sponsor: Phoenix Oversight Group
- Sponsor EIN: 474541679
- Sponsor Address: 4913 16TH RD. N., ARLINGTON, VA, 22207
- Plan Type: 401(k)
- Total Participants: 73
- Total Assets: $7.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 73 | $7.6M | $457,895 | $939,201 |
| 2023 | 121 | $5.9M | $522,649 | $1.0M |
| 2022 | 124 | $3.8M | $488,635 | $1.0M |
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 |
|---|---|---|---|---|
| BELFINT-LYONS-SHUMAN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BELFINT-LYONS-SHUMAN — 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 | $52,197 | — | — | — | — |
| 2023 | $33,221 | $24,436 | — | — | — |
| 2022 | — | — | — | — | — |