Plan Snapshot
- Plan Sponsor: Phoenix Products, LLC
- Sponsor EIN: 831597865
- Sponsor Address: 8711 WEST PORT AVENUE, MILWAUKEE, WI, 53224
- Plan Type: 401(k)
- Total Participants: 47
- Total Assets: $8.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 47 | $8.2M | $132,957 | $524,136 |
| 2023 | 53 | $8.1M | $110,757 | $520,299 |
| 2022 | 53 | $6.8M | $89,444 | $441,453 |