# The Phillips Collection DC Plan
Source: https://planprovider.pro/companies/the-phillips-collection-plan

> The Phillips Collection's DC plan: 173 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Phillips Collection

- **Sponsor EIN:** 530204620

- **Sponsor Address:** 1600 21ST STREET NW, WASHINGTON, DC, 20009

- **Plan Type:** DC

- **Total Participants:** 173

- **Total Assets:** $16.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|173|$16.9M|$316,585|$488,129|

| 2023|176|$15.1M|$300,706|$529,364|

| 2022|196|$12.4M|$282,327|$424,385|

## 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|

| GELMAN, ROSENBERG & FREEDMAN, CPA|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|$47,655|$21,686|$24,945|—|—|

| 2023|$41,478|$17,508|$22,816|—|—|

| 2022|$44,409|$19,759|$24,650|—|—|

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