Plan Ledger DOL Form 5500 · updated monthly

Phoenix Logistics, LLC401(k)

PHOENIX LOGISTICS, LLC 401(K) PLAN · GILBERT, AZ · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Phoenix Logistics, LLC reported $78,750 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $2,792 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.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 220th-largest of 1,285 plans among Arizona employers on file, and the 3,155th of 11,654 in professional & technical services. In 2024, employees put in $2.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$42,546,922
Participants with balances787
Active participants601
Employer contributions$1,678,044
Employee contributions$4,389,661
Employer contribution per active participant$2,792
Average account balance$54,062
Benefits paid to participants$3,383,655
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$42.5M · 787 accts · $1.7M emplr
2023$35.0M · 889 accts · $1.7M emplr
2022$25.7M · 765 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Investment management$78,750
Total administrative$78,750
The Phoenix Logistics, LLC 401(k) match · 2024
Employer contribution per active participant$2,792
Median for plans this size$2,416
2024$2,792 per active participant
2023$2,638 per active participant
2022$2,307 per active participant

Phoenix Logistics, LLC's 2024 employer contribution ran above the $2,416 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 · 20242
MERRILL LYNCH PIERCE FENNER & SMITH · Investment advisory (plan)$48,194

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

Administrative cost history3
2024$78,750 · 0.20%
2023$51,941 · 0.17%
2022$55,157 · 0.21%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 860683885 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.