Phoenix Financial Services, Llc Group Retirement Plan
Sponsored by Phoenix Financial Services, Llc · EIN 300651611 · Plan #001
- Total assets
- $15.0M
- Net assets
- $15.0M
- Active participants
- 274
- With balances
- 143
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aegis Retirement Partners | Contract administrator, Investment advisory (plan) | $42,449 |
| Empower Advisory Group | Investment management | $14,929 |
| Websterrogers Llp | Accounting | $12,850 |