Plan Snapshot
- Plan Sponsor: Phoenix Tube Company, INC.
- Sponsor EIN: 222330200
- Sponsor Address: 1185 WIN DRIVE, BETHLEHEM, PA, 18017
- Plan Type: 401(k)
- Total Participants: 126
- Total Assets: $14.4M
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 | 126 | $14.4M | $345,517 | $587,581 |
| 2023 | 134 | $12.7M | $349,463 | $612,523 |
| 2022 | 118 | $10.9M | $287,190 | $627,741 |
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 |
|---|---|---|---|---|
| ROSENBERG RICH BAKER BERMAN, P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROSENBERG RICH BAKER BERMAN, P.A. — Auditor
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 | $31,110 | — | $31,110 | — | — |
| 2023 | $36,583 | $7,052 | $29,531 | — | — |
| 2022 | $53,694 | $16,598 | $37,096 | — | — |