What public Form 5500 filings show about the A Loveland Venture, LLC DBA the Phoenix 401(k) plan — and how to find and check your own account.
A Loveland Venture, LLC DBA the Phoenix (EIN 46-5196719) reports THE PHOENIX 401(K) PLAN on its most recent Form 5500, with $887K in plan assets across 12 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full A Loveland Venture, LLC DBA the Phoenix filing — schedules, fees, and providers.
A Loveland Venture, LLC DBA the Phoenix’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask A Loveland Venture, LLC DBA the PhoenixHR for the recordkeeper’s name and login.
