Plan Ledger DOL Form 5500 · updated monthly

Phoenix Infrastructure LLC401(k)

THE PHOENIX 401(K) SAVINGS PLAN · COPPELL, TX · plan year 2024

Reported admin expense ratio · 2024
0.13%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Phoenix Infrastructure LLC reported $102,007 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $4,418 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other information & media employers. By assets it is the 726th-largest of 5,688 plans among Texas employers on file, and the 357th of 2,199 in information & media. In 2024, employees put in $2.54 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$84,416,145
Participants with balances768
Active participants495
Employer contributions$2,186,779
Employee contributions$5,561,445
Employer contribution per active participant$4,418
Average account balance$109,917
Benefits paid to participants$11,513,299
Plan auditUnmodified (clean) audit opinion
AuditorHARDING SHYMANSKI & CO.
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$102,007
Total administrative$102,007
The Phoenix Infrastructure LLC 401(k) match · 2024
Employer contribution per active participant$4,418
Median for plans this size$3,635

Phoenix Infrastructure LLC's 2024 employer contribution ran above the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$104,956
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$102,007 · 0.13%
Same employer
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Isn Software Corporation TX$96.5M · 0.08%
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Dmx, LLC D/B/A Mood Media TX$83.3M · 0.22%
Ever.Ag, LLC TX$61.2M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 934539791 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.