Phi Group 401(k) match, vesting and fees
What Phi Group's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Pension Assurance LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 267 defined-contribution plans in transportation and warehousing with 1,000 to 4,999 participants.
| Phi Group: employer contribution per participant | $2,961 | |
| Peer median | $1,880 |
| Phi Group: average balance | $161,769 | |
| Peer median | $51,904 |
| Phi Group: admin expenses ÷ assets | 0.08% | |
| Peer median | 0.21% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $396M at the end of plan year 2023 to $427M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,639 | $427M | $7.8M | $2,961 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 2,792 | $396M | $4.1M | $1,526 | 0.10% | Not published | Form 5500 ↗ |
Common questions
Does Phi Group match 401(k) contributions?
The match terms for the Phi Group, Inc. 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $7.8M in employer contributions, about $2,961 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Phi Group 401(k) match vested?
The vesting schedule for the Phi Group, Inc. 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Phi Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is Phi Group, Inc..
I left Phi Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Phi Group, Inc., (337) 272-4262) or the recordkeeper, Empower Annuity Insurance Company O. The Phi Group old 401(k) page lists the contacts from every plan filing. Find an old Phi Group 401(k)
Data from the public Form 5500 annual reports Phi Group filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Phi Group. Not financial advice. Report a correction · Methodology