Phoenix Contact Development and Manufacturing 401(k) match, vesting and fees
What Phoenix Contact Development and Manufacturing'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 | Merrill Lynch, Pierce, Fenner and S | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 79 defined-contribution plans in wholesale trade with 1,000 to 4,999 participants.
| Phoenix Contact Development and Manufacturing: employer contribution per participant | $4,184 | |
| Peer median | $2,178 |
| Phoenix Contact Development and Manufacturing: average balance | $158,853 | |
| Peer median | $89,313 |
| Phoenix Contact Development and Manufacturing: admin expenses ÷ assets | 0.08% | |
| Peer median | 0.14% |
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 $139M at the end of plan year 2021 to $174M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 1,108 | $174M | $4.6M | $4,184 | 0.08% | Not published | Form 5500 ↗ |
| 2024 | 1,238 | $169M | $4.8M | $3,943 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 1,238 | $144M | $4.3M | $3,528 | 0.08% | Not published | Form 5500 ↗ |
| 2022 | 1,082 | $120M | $3.6M | $3,420 | 0.08% | Not published | Form 5500 ↗ |
| 2021 | 958 | $139M | $2.2M | $2,336 | 0.11% | Not published | Form 5500 ↗ |
Common questions
Does Phoenix Contact Development and Manufacturing match 401(k) contributions?
The match terms for the Phoenix Contact Employee Investment Plan have not been published from its filing yet. The plan year 2025 filing reports $4.6M in employer contributions, about $4,184 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Phoenix Contact Development and Manufacturing 401(k) match vested?
The vesting schedule for the Phoenix Contact Employee Investment Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Phoenix Contact Development and Manufacturing 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Merrill Lynch, Pierce, Fenner and S. The plan administrator is Phoenix Contact Development and Manufacturing, Inc..
I left Phoenix Contact Development and Manufacturing. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Phoenix Contact Development and Manufacturing, Inc., (717) 944-1300) or the recordkeeper, Merrill Lynch, Pierce, Fenner and S. The Phoenix Contact Development and Manufacturing old 401(k) page lists the contacts from every plan filing. Find an old Phoenix Contact Development and Manufacturing 401(k)
Data from the public Form 5500 annual reports Phoenix Contact Development and Manufacturing filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Phoenix Contact Development and Manufacturing. Not financial advice. Report a correction · Methodology