# Phoenix Services LLC 401(k) Plan
Source: https://planprovider.pro/companies/phoenix-services-llc-401k-plan-001-3929

> Phoenix Services LLC's 401(k) plan: 280 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/phoenix-services-llc-401k-plan-001-3929)

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