Phoenix 401(k) Plan
Sponsored by Phoenix Management, Inc. · EIN 742641906 · Plan #003
- Total assets
- $14.7M
- Net assets
- $14.7M
- Active participants
- 350
- With balances
- 489
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 |
|---|---|---|
| Atlasmark Financial, Inc. CRD 152635 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Employee Incentive Plans, Inc. | Claims processing, Contract administrator, Recordkeeping | $58,478 |
| Atlasmark Financial, Inc. | Consulting (general), Investment advisory (participants), Investment advisory (plan) | $35,657 |
| Peggy S. Edge, Cpa, Llc | Accounting | $9,000 |
| Fidelity Brokerage Services, Inc. | Claims processing, Custodial (securities), Other services | $5,705 |