# The Phoenix Forge Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/the-phoenix-forge-group-llc-401k-plan

> The Phoenix Forge Group, LLC's 401(k) plan: 318 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Phoenix Forge Group, LLC

- **Sponsor EIN:** 232932241

- **Sponsor Address:** 1020 MACARTHUR ROAD, READING, PA, 196059404

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

- **Total Participants:** 318

- **Total Assets:** $44.8M

## 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|318|$44.8M|$743,837|$1.6M|

| 2023|307|$37.5M|$701,614|$1.5M|

| 2022|301|$30.5M|$604,473|$1.3M|

## 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|

| LEONARD J. MILLER AND ASSOC|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|$103,539|$67,626|—|—|—|

| 2023|$83,827|$54,897|—|—|—|

| 2022|$60,191|-$30,400|$90,591|—|—|

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