Plan Snapshot
- Plan Sponsor: Phoenix Specialty INC.
- Sponsor EIN: 341825021
- Sponsor Address: 2301 W PIKE ST SUITE 100, HOUSTON, PA, 15342
- Plan Type: DC
- Total Participants: 34
- Total Assets: $4.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 34 | $4.5M | $205,644 | $0 |
| 2023 | 29 | $2.3M | $205,644 | $0 |