Phoenix Services Llc 401(k) Plan
Sponsored by Phoenix Global · EIN 931907691 · Plan #001
- Total assets
- $14.2M
- Net assets
- $14.2M
- Active participants
- 402
- With balances
- 482
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pentegra Services Inc | Contract administrator | $53,768 |
| Commonwealth Equity Services | Investment advisory (plan) | $34,024 |
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $16,307 |