# Phoenix Tower International Investments, LLC 401(k) Plan
Source: https://planprovider.pro/companies/phoenix-tower-international-in-401k-plan

> Phoenix Tower International Investments, LLC's 401(k) plan: 1 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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