Plan Snapshot
- Plan Sponsor: Phoenix Processor Limited Partnership
- Sponsor EIN: 911428466
- Sponsor Address: 200 W MERCER ST., STE E101, SEATTLE, WA, 98119
- Plan Type: 401(k)
- Total Participants: 54
- Total Assets: $12.1M
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 | 54 | $12.1M | $180,853 | $358,828 |
| 2023 | 122 | $10.4M | $223,580 | $449,866 |
| 2022 | 181 | $10.1M | $241,811 | $547,444 |
| 2019 | 218 | $9.4M | $0 | $0 |
| 2018 | 272 | $7.7M | $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 |
|---|---|---|---|---|
| MOSS ADAMS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MOSS ADAMS LLP — 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 | $947,420 | — | $39,259 | — | — |
| 2023 | $55,767 | $29,203 | $26,564 | — | — |
| 2022 | $55,310 | $28,658 | $26,652 | — | — |
| 2019 | $30,080 | — | $30,080 | — | — |
| 2018 | $29,060 | — | $29,060 | — | — |