# Phx Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/phx-holdings-llc-832712734-502

> Phx Holdings, LLC's 401(k) plan: 174 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 SE SUITE 615, ATLANTA, GA, 30336

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

- **Plan Number:** 502

- **Total Participants:** 174

- **Total Assets:** $440,821

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|174|$440,821|$1.6M|$1.0M|

| 2023|208|$640,793|$1.4M|$995,731|

| 2022|239|$74,160|$1.5M|$845,905|

## 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|

| MERITAIN HEALTH, AN AETNA COMPANY|Other Service Provider|$109,298|—|$109,298|

| ARISTA CONSULTING, AN ALERA GROUP A|Investment Advisor|$93,915|—|$93,915|

| THE BENECON GROUP, LLC|Investment Advisor|$44,786|—|$44,786|

| CONNECTCARE3|Other Service Provider|$12,186|—|$12,186|

### Verified Provider Profiles

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

- [ARISTA CONSULTING, AN ALERA GROUP A](https://planprovider.pro/provider/alera-investment-advisors-llc) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $260,185

- **Estimated Expense Ratio:** 59.023% 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|$260,185|$56,972|—|—|—|

| 2023|$184,647|$56,995|—|—|—|

| 2022|$193,759|$62,632|—|—|—|

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