Phoenix Center Employee Retirement Plan
Sponsored by The Phoenix Center, Inc. · EIN 223114959 · Plan #001
- Total assets
- $17.2M
- Net assets
- $17.2M
- Active participants
- 140
- With balances
- 176
Plan year beginning 07/01/2024 · Profit-sharing, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors Ins. Agency | Investment advisory (plan) | $27,728 |
| Empower Annuity Insurance Company | Recordkeeping fees | $20,144 |
| Benefit Consultants Group | Contract administrator | $1,695 |