Filings through Sep 24, 2026.

Retirement plan

Phifer Retirement and 401(k) Savings Plan

Name: PHIFER INCORPORATED - PHIFER RETIREMENT AND 401(K) SAVINGS PLAN (2024) Form 5500
Creator: PHIFER INCORPORATED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PHIFER RETIREMENT AND 401(K) SAVINGS PLAN, PHIFER INCORPORATED

Phifer IncorporatedEIN 63-0441784Plan #004PY 2024

4400 KAULOOSA AVENUE - TUSCALOOSA, AL 35401205-345-2120phifer.comLinkedIn1001-5000 employeesmechanical or industrial engineering

Prospect flagsLow returnsCorrective distributions

Top hat statement on fileNQDC

Filed January 18, 1996

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$184M

+7.8% from 2023

Total participants

1,295

-2.4% from 2023

Average account balance

$142,082

+10.2% from 2023

Annual return

11.90%

-2.22 pp from 2023

Benchmarks

See 840 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort840 peers

Snapshot2024

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Analytics

See the 10-year trajectory with Solo.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS. Service code 15 · EIN 01-0233346	Recordkeeping	$44,607
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 27 2660 EASTCHASE LANE · MONTGOMERY, AL 36117	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2E2F2G2J2K3F3H2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$45K

$39 / participant

Investment mgmt$5K11.1%
Contract admin$40K88.9%

% of EOY assets

0.024%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: WAY, RAY, SHELTON & CO
Auditor EIN: 630962807
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

JOHN HANCOCK LIFE INSURANCE COMPANY10+ years

Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS.

Service code 15 · EIN 01-0233346

Recordkeeping

$44,607

MORGAN STANLEY SMITH BARNEY10+ years

Filed as: MORGAN STANLEY

Service code 27

2660 EASTCHASE LANE · MONTGOMERY, AL 36117

Advisory (Plan)

Phifer Retirement and 401(k) Savings Plan

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Phifer Retirement and 401(k) Savings Plan

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion