Phoenix Technology Services USA 401(k) match, vesting and fees
What Phoenix Technology Services USA'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 | Fidelity Workplace Services LLC | Schedule C ↗ |
| Independent auditor | Citrin Cooperman & Company, 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 356 defined-contribution plans in mining, quarrying, and oil and gas extraction with 100 to 499 participants.
| Phoenix Technology Services USA: employer contribution per participant | $6,351 | |
| Peer median | $3,000 |
| Phoenix Technology Services USA: average balance | $73,783 | |
| Peer median | $70,698 |
| Phoenix Technology Services USA: admin expenses ÷ assets | 0.38% | |
| Peer median | 0.32% |
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 $22.1M at the end of plan year 2023 to $30.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 606 | $30.3M | $2.6M | $6,351 | 0.38% | Not published | Form 5500 ↗ |
| 2023 | 572 | $22.1M | $2.2M | $5,704 | 0.48% | Not published | Form 5500 ↗ |
Common questions
Does Phoenix Technology Services USA match 401(k) contributions?
The match terms for the Phoenix Technology Services 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $2.6M in employer contributions, about $6,351 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Phoenix Technology Services USA 401(k) match vested?
The vesting schedule for the Phoenix Technology Services 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Phoenix Technology Services USA 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Workplace Services LLC. The plan administrator is Phoenix Technology Services USA Inc..
I left Phoenix Technology Services USA. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Phoenix Technology Services USA Inc., (713) 337-0600) or the recordkeeper, Fidelity Workplace Services LLC. The Phoenix Technology Services USA old 401(k) page lists the contacts from every plan filing. Find an old Phoenix Technology Services USA 401(k)
Data from the public Form 5500 annual reports Phoenix Technology Services USA 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 Phoenix Technology Services USA. Not financial advice. Report a correction · Methodology