# Phoenix Painters' Pension Trust Fund DB Plan
Source: https://planprovider.pro/companies/phoenix-painters-pension-trust-fund-plan

> Phoenix Painters' Pension Trust Fund's DB plan: 364 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Phoenix Painters' Pension Trust Fund

- **Sponsor EIN:** 866068085

- **Sponsor Address:** PO BOX 43170, PHOENIX, AZ, 850803170

- **Plan Type:** DB

- **Total Participants:** 364

- **Total Assets:** $28.0M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|364|$28.0M|$0|$0|

| 2023|295|$23.0M|$0|$0|

## 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|

| BALDWIN MOFFITT BEHM LLP|Auditor|$11,041|—|$11,041|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $11,041

- **Estimated Expense Ratio:** 0.039% 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|$246,389|$18,096|$67,093|$11,041|—|

| 2023|$229,548|$15,263|$67,051|—|$84,824|

## Similar Plans

- [Interiorworx, LLC](https://planprovider.pro/companies/interiorworx-llc-401k-plan) — 306 participants

- [Pete King Construction Company](https://planprovider.pro/companies/pete-king-construction-company-401k-plan) — 497 participants

- [Adobe Drywall, L.L.C.](https://planprovider.pro/companies/adobe-drywall-l-l-c-401k-plan) — 192 participants

- [3-G Construction Co., INC.](https://planprovider.pro/companies/3-g-construction-co-inc-401k-plan) — 172 participants

- [Banker Industries, INC.](https://planprovider.pro/companies/banker-industries-inc-401k-plan) — 149 participants

- [Encore Design Services, LLC](https://planprovider.pro/companies/encore-design-services-llc-401k-plan) — 145 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/phoenix-painters-pension-trust-fund-plan)

© 2026 PlanProvider.Pro