AUMdb

Phoenix Retirement Plan

Sponsored by Sanchez Pagan, Ferrer& Alcala Llc · EIN 660867305 · Plan #001

Total assets
—
Net assets
—
Active participants
2
With balances
2

Plan year beginning 01/01/2024 · Profit-sharing, Target benefit

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).

No Schedule C on file for this plan year.