AMERICAN PHOENIX, INC. 401(k) Plan
What public Form 5500 filings show about the AMERICAN PHOENIX, INC. 401(k) plan — and how to find and check your own account.
The AMERICAN PHOENIX, INC. 401(k) on its latest Form 5500
AMERICAN PHOENIX, INC. (EIN 39-1761001) reports AMERICAN PHOENIX, INC. 401(K) RETIREMENT PLAN on its most recent Form 5500, with $7.6M in plan assets across 308 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 AMERICAN PHOENIX, INC. filing — schedules, fees, and providers.
Who runs the AMERICAN PHOENIX, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your AMERICAN PHOENIX, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WELLTH ADVISORY SERVICES, GLOBAL RETIREMENT PARTNERS.
How to check your AMERICAN PHOENIX, INC. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask AMERICAN PHOENIX, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).