# Phoenix Taco LLC 401(k) Plan
Source: https://planprovider.pro/companies/phoenix-taco-llc-401k-plan

> Phoenix Taco LLC's 401(k) plan: 659 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Phoenix Taco LLC

- **Sponsor EIN:** 562108172

- **Sponsor Address:** 104 MULL ST, MORGANTON, NC, 286553315

- **Plan Type:** 401(k)

- **Total Participants:** 659

- **Total Assets:** $4.1M

## 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|659|$4.1M|$230,225|$574,353|

| 2023|349|$2.4M|$193,792|$441,161|

| 2022|335|$1.7M|$173,280|$380,310|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$53,466|—|$53,466|

| BENNETT THRASHER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BENNETT THRASHER LLP](https://planprovider.pro/provider/bennett-thrasher-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $53,466

- **Estimated Expense Ratio:** 1.313% 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|$53,466|—|$53,466|—|—|

| 2023|$31,253|—|$31,253|—|—|

| 2022|$24,871|—|$24,871|—|—|

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