# Phoenix Specialty INC. DC Plan
Source: https://planprovider.pro/companies/phoenix-specialty-inc-plan

> Phoenix Specialty INC.'s DC plan: 34 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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