Phoenix Logistics, Llc 401(k) Plan
Sponsored by Phoenix Logistics, Llc · EIN 860683885 · Plan #001
- Total assets
- $42.5M
- Net assets
- $42.5M
- Active participants
- 601
- With balances
- 787
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $48,194 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $30,556 |