Phoenix Closures West 401(k) Plan
Sponsored by Phoenix Closures, Inc. · EIN 362583573 · Plan #003
- Total assets
- $11.2M
- Net assets
- $11.2M
- Active participants
- 308
- With balances
- 330
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Prospera Financial Services, Inc. CRD 10740 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $38,408 |
| Prospera Financial Services | Investment advisory (plan), Direct payment from the plan | $6,944 |