Plan Snapshot
- Plan Sponsor: Phoenix Tower International Investments, LLC
- Sponsor EIN: 364798271
- Sponsor Address: 999 YAMATO ROAD, BOCA RATON, FL, 33431
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $1
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 | 1 | $1 | $570,008 | $947,299 |
| 2023 | 147 | $10.0M | $672,975 | $1.2M |
| 2022 | 159 | $8.0M | $532,837 | $941,141 |
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 |
|---|---|---|---|---|
| LAVINE, LOFGREN, MORRIS, AND ENGERL | Auditor | — | — | $0 |
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 | $64,466 | $47,440 | $16,166 | — | — |
| 2023 | $64,233 | $44,575 | $18,798 | — | — |
| 2022 | $36,111 | $24,231 | $11,880 | — | — |