Phoenix Savings & Retirement Plan
Sponsored by Phoenix Retail, Llc · EIN 993094458 · Plan #001
- Total assets
- $141M
- Net assets
- $141M
- Active participants
- 3,771
- With balances
- 2,099
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 |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $92,032 |
| Capfinancial Partners Llc | Investment advisory (plan), Direct payment from the plan | $19,000 |