Plan Snapshot
- Plan Sponsor: Phoenix Services LLC
- Sponsor EIN: 455483929
- Sponsor Address: 10260 WESTHEIMER RD SUITE 460, HOUSTON, TX, 77042
- Plan Type: 401(k)
- Total Participants: 280
- Total Assets: $5.6M
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 | 280 | $5.6M | $323,772 | $842,100 |
| 2023 | 217 | $4.6M | $304,588 | $732,051 |
| 2022 | 247 | $3.3M | $248,924 | $633,696 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | -$12,749 | — | — | — | — |
| 2023 | -$9,855 | — | — | — | — |
| 2022 | -$9,277 | — | — | — | — |