Plan Ledger DOL Form 5500 · updated monthly

The Phoenix Group Holding Company401(k)

THE PHOENIX GROUP HOLDING COMPANY 401K PLAN · SPRINGBORO, OH · plan year 2022

Reported admin expense ratio · 2022
0.71%

The Phoenix Group Holding Company reported $33,994 in plan administrative expenses for 2022: 0.71% of average plan assets, above the peer median. 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Ohio (2,675th of 3,295), and 10,145th of 11,654 in professional & technical services. In 2022, employees put in $2.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,071,100
Participants with balances48
Active participants0
Employer contributions$105,748
Employee contributions$231,661
Employer contribution per active participant—
Average account balance$84,815
Benefits paid to participants$780,832
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Investment management$20
Total administrative$33,994
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$33,994 · 0.71%
Similar plansProfessional & Technical Services · Ohio
Ingage Partners, Inc. OH$4.5M · 0.69%
Tensure Consulting, LLC OH$4.4M · 0.12%
Path Robotics, Inc. OH$4.3M · 1.50%
Pathmark HR, Inc. OH$4.1M · 1.46%
G.K. Packaging, Inc. OH$3.8M · 0.35%
Cwi Gifts OH$3.6M · 0.34%
Drips Holdings, LLC OH$3.5M · 0.21%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 311294865 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.