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: 40
- Total Assets: $1.9M
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 | 40 | $1.9M | $25,161 | $82,074 |
| 2023 | 45 | $1.8M | $23,441 | $80,836 |
| 2022 | 59 | $1.5M | $30,329 | $91,396 |