# Phytogenx, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/phytogenx-inc-201813441-502

> Phytogenx, INC.'s Health & Welfare plan: 94 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Phytogenx, INC.

- **Sponsor EIN:** 201813441

- **Sponsor Address:** 35 THOUSAND OAKS BOULEVARD, MORGANTOWN, PA, 19543

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 94

- **Total Assets:** $219,602

## 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.|

| 2025|94|$219,602|$0|$0|

| 2024|104|$17,187|$891,963|$292,547|

| 2023|108|$6,094|$681,868|$274,888|

| 2022|110|$34,357|$46,594|$25,716|

## 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|

| THE BENECON GROUP, LLC|Investment Advisor|$67,135|—|$67,135|

| PATRIOT (POWER-KUNKLE GROUP, INC.)|Investment Advisor|$43,564|—|$43,564|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $110,699

- **Estimated Expense Ratio:** 50.409% 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|

| 2025|$1,137,835|—|—|—|—|

| 2024|$1,186,445|—|—|—|—|

| 2023|$1,037,086|—|—|—|—|

| 2022|$96,017|—|—|—|—|

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