# Phoenix Technology Services Usa INC. 401(k) Plan
Source: https://planprovider.pro/companies/phoenix-technology-services-usa-inc-401k-plan

> Phoenix Technology Services Usa INC.'s 401(k) plan: 510 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Phoenix Technology Services Usa INC.

- **Sponsor EIN:** 760606716

- **Sponsor Address:** 12329 CUTTEN ROAD, HOUSTON, TX, 77066

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

- **Total Participants:** 510

- **Total Assets:** $30.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|510|$30.3M|$2.6M|$4.0M|

| 2023|501|$22.1M|$2.2M|$3.2M|

## 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|

| FIDELITY WORKPLACE SERVICES LLC|PLAN ADMINISTRATOR|$53,242|—|$53,242|

| WORLD INVESTMENT ADVISORS LLC|ADVISOR|$47,415|—|$47,415|

| CITRIN COOPERMAN & COMPANY, LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $100,657

- **Estimated Expense Ratio:** 0.333% 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|$100,658|$47,415|$1,977|—|—|

| 2023|$53,141|$22,184|$1,022|—|—|

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