Phoenix Management Solutions, LL 401(k) match, vesting and fees
What Phoenix Management Solutions, LL'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 | ADP, Inc. | Schedule C ↗ |
| Independent auditor | Katz, Sapper & Miller LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,836 defined-contribution plans in transportation and warehousing with 100 to 499 participants.
| Phoenix Management Solutions, LL: employer contribution per participant | $838 | |
| Peer median | $1,076 |
| Phoenix Management Solutions, LL: average balance | $36,324 | |
| Peer median | $31,804 |
| Phoenix Management Solutions, LL: admin expenses ÷ assets | 0.85% | |
| Peer median | 0.46% |
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 $8M at the end of plan year 2021 to $12.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 357 | $12.6M | $290K | $838 | 0.85% | Not published | Form 5500 ↗ |
| 2023 | 243 | $8.4M | $216K | $970 | 0.67% | Not published | Form 5500 ↗ |
| 2022 | 159 | $8.7M | $221K | $1,535 | 0.74% | Not published | Form 5500 ↗ |
| 2021 | 115 | $8M | $109K | $1,036 | 0.03% | Not published | 5500-SF ↗ |
Common questions
Does Phoenix Management Solutions, LL match 401(k) contributions?
The match terms for the Phoenix Management Solutions, LLC 401k Profit Sharing Plan & T have not been published from its filing yet. The plan year 2024 filing reports $290K in employer contributions, about $838 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Phoenix Management Solutions, LL 401(k) match vested?
The vesting schedule for the Phoenix Management Solutions, LLC 401k Profit Sharing Plan & T is not in the data published so far. Your Summary Plan Description states it.
Who manages the Phoenix Management Solutions, LL 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is ADP, Inc.. The plan administrator is Phoenix Management Solutions, Ll.
I left Phoenix Management Solutions, LL. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Phoenix Management Solutions, Ll, (210) 545-4080) or the recordkeeper, ADP, Inc.. The Phoenix Management Solutions, LL old 401(k) page lists the contacts from every plan filing. Find an old Phoenix Management Solutions, LL 401(k)
Data from the public Form 5500 annual reports Phoenix Management Solutions, LL filed with the U.S. Department of Labor (plan years 2021 and 2022 and 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 Phoenix Management Solutions, LL. Not financial advice. Report a correction · Methodology