# Phusion Projects, LLC 401(k) Plan
Source: https://planprovider.pro/companies/phusion-projects-llc-401k-plan

> Phusion Projects, LLC's 401(k) plan: 118 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Phusion Projects, LLC

- **Sponsor EIN:** 208141359

- **Sponsor Address:** 640 N LASALLE ST SUITE 620, CHICAGO, IL, 60654

- **Plan Type:** 401(k)

- **Total Participants:** 118

- **Total Assets:** $12.4M

## 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|118|$12.4M|$566,246|$983,660|

| 2023|132|$10.3M|$526,818|$897,042|

| 2022|115|$8.2M|$510,760|$874,624|

## 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|

| PLANTE MORAN|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|$55,929|$27,445|—|—|—|

| 2023|$44,776|$21,848|—|—|—|

| 2022|$41,348|$25,558|$15,790|—|—|

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