# Phrg Management LLC 401(k) Plan
Source: https://planprovider.pro/companies/phrg-management-llc-401k-plan

> Phrg Management LLC's 401(k) plan: 3,753 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$173,130|—|$173,130|

| KREISCHER MILLER|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KREISCHER MILLER](https://planprovider.pro/provider/kreischer-miller) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $173,130

- **Estimated Expense Ratio:** 0.110% 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|$185,004|—|—|—|—|

| 2023|$121,928|$95,856|—|—|—|

| 2022|$133,017|—|—|—|$133,017|

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