# Phx Holdings LLC 401(k) Plan
Source: https://planprovider.pro/companies/phx-holdings-llc-401k-plan

> Phx Holdings LLC's 401(k) plan: 267 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Phx Holdings LLC

- **Sponsor EIN:** 832712734

- **Sponsor Address:** 2859 PACES FERRY RD SUITE 615, ATLANTA, GA, 30339

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

- **Total Participants:** 267

- **Total Assets:** $10.8M

## 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|267|$10.8M|$298,269|$1.2M|

| 2023|294|$9.1M|$332,468|$1.1M|

| 2022|244|$7.9M|$290,426|$1.1M|

| 2019|192|$5.0M|$0|$0|

## 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|

| TRANSAMERICA FINANCIAL LIFE INS CO|RECORDKEEPER|$42,368|—|$42,368|

| NORTHWESTERN MUTUAL WEALTH MGMT|INVESTMENT ADVISORY - PL|$40,323|—|$40,323|

| ERISA SERVICES OF GEORGIA, LLC|RECORDKEEPER|$15,171|—|$15,171|

| SEAY & WEISSINGER, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA FINANCIAL LIFE INS CO](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [NORTHWESTERN MUTUAL WEALTH MGMT](https://planprovider.pro/provider/transamerica) — INVESTMENT ADVISORY - PL

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $97,862

- **Estimated Expense Ratio:** 0.904% 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|$138,948|$40,323|—|—|—|

| 2023|$106,383|—|$106,383|—|—|

| 2022|$16,295|—|—|—|$16,295|

| 2019|$6,714|—|—|—|—|

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