Plan Snapshot
- Plan Sponsor: Phoenix Retail, LLC
- Sponsor EIN: 993094458
- Sponsor Address: ONE EXPRESS DRIVE, COLUMBUS, OH, 43230
- Plan Type: 401(k)
- Total Participants: 3,771
- Total Assets: $141.0M
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 | 3,771 | $141.0M | $3.3M | $6.6M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | NONE | $92,032 | — | $92,032 |
| CAPFINANCIAL PARTNERS LLC | NONE | $19,000 | — | $19,000 |
| ARY ROEPCKE MULCHAEY, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARY ROEPCKE MULCHAEY, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $111,032
- Estimated Expense Ratio: 0.079% 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 | $125,275 | $37,814 | — | — | — |