AUMdb

The Phoenix Group 401(k) Plan

Sponsored by Tpg, Inc. · EIN 611549017 · Plan #001

Total assets
$13.0M
Net assets
$13.0M
Active participants
188
With balances
225

Plan year beginning 01/01/2024 · 401(k)

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
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $5,351