Plan Ledger DOL Form 5500 · updated monthly

Phoenix Oversight Group401(k)

PHOENIX OVERSIGHT GROUP 401(K) PLAN · ARLINGTON, VA · plan year 2024

Reported admin expense ratio · 2024
0.78%

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

Phoenix Oversight Group reported $52,197 in plan administrative expenses for 2024: 0.78% of average plan assets, above the peer median. Employer contributions averaged $6,273 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 1 year on file its reported administrative ratio rose from 0.68% to 0.78%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Virginia (1,625th of 2,266), and 8,853rd of 11,654 in professional & technical services. In 2024, employees put in $2.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,551,602
Participants with balances144
Active participants73
Employer contributions$457,895
Employee contributions$939,201
Employer contribution per active participant$6,273
Average account balance$52,442
Benefits paid to participants$779,552
Plan auditUnmodified (clean) audit opinion
AuditorBELFINT-LYONS-SHUMAN
Plan history2
Yearassets · accounts · employer contribution
2024$7.6M · 144 accts · $458K emplr
2023$5.9M · 154 accts · $523K emplr
The Phoenix Oversight Group 401(k) match · 2024
Employer contribution per active participant$6,273
Median for plans this size$1,313
2024$6,273 per active participant
2023$4,319 per active participant

Phoenix Oversight Group's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. 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
AT RETIREMENT SERVICES, LLC · Claims processing · Recordkeeping$15,523
CREATIVE PLANNING INC · Investment advisory (participants) · Investment advisory (plan)$36,674

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

Recordkeeper by year2
2024AT RETIREMENT SERVICES, LLC
2023AT RETIREMENT SERVICES, LLC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$52,197 · 0.78%
2023$33,221 · 0.68%
Same employer
Similar plansProfessional & Technical Services · Virginia
Sekon Enterprise Inc VA$7.7M · 0.35%
Synertex LLC VA$7.6M · 0.08%
SHIFT5 Inc. VA$7.6M · 0.01%
Tech Tech, LLC VA$7.5M · 1.06%
Excelacom, Inc. VA$7.4M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474541679 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.