# Phoenix Oversight Group 401(k) Plan
Source: https://planprovider.pro/companies/phoenix-oversight-group-plan

> Phoenix Oversight Group's 401(k) plan: 73 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| CREATIVE PLANNING INC|N/A|$36,674|—|$36,674|

| AT RETIREMENT SERVICES, LLC|N/A|$15,523|—|$15,523|

| BELFINT-LYONS-SHUMAN|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CREATIVE PLANNING INC](https://planprovider.pro/provider/creative-planning) — N/A

- [BELFINT-LYONS-SHUMAN](https://planprovider.pro/provider/belfint-lyons-and-shuman-pa) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $52,197

- **Estimated Expense Ratio:** 0.691% 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|$52,197|—|—|—|—|

| 2023|$33,221|$24,436|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Vignet INC](https://planprovider.pro/companies/vignet-inc-401k-plan) — 72 participants

- [Medivisuals, INC](https://planprovider.pro/companies/medivisuals-inc-401k-plan) — 71 participants

- [Mcchrystal Group LLC](https://planprovider.pro/companies/mcchrystal-group-llc-401k-plan) — 80 participants

- [Amt - The Association For Manufacturing Technology](https://planprovider.pro/companies/amt-the-association-for-manufacturing-technology-401k-plan) — 65 participants

- [Twd Associates, INC.](https://planprovider.pro/companies/twd-associates-inc-401k-plan) — 65 participants

- [Worldvu Development LLC](https://planprovider.pro/companies/worldvu-development-llc-401k-plan) — 82 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/phoenix-oversight-group-plan)

© 2026 PlanProvider.Pro