Plan Snapshot
- Plan Sponsor: Phrg Management LLC
- Sponsor EIN: 853991731
- Sponsor Address: 2501 SEAPORT DRIVE FOURTH FLOOR, CHESTER, PA, 19013
- Plan Type: 401(k)
- Total Participants: 3,753
- Total Assets: $157.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 3,753 | $157.8M | $8.5M | $15.0M |
| 2023 | 3,046 | $120.5M | $7.1M | $12.3M |
| 2022 | 2,736 | $86.3M | $6.9M | $11.6M |
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 |
|---|---|---|---|---|
| KREISCHER MILLER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KREISCHER MILLER — 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 | $185,004 | — | — | — | — |
| 2023 | $121,928 | $95,856 | — | — | — |
| 2022 | $133,017 | — | — | — | $133,017 |