What public Form 5500 filings show about the Phoenix Financial Group Ltd. 401(k) plan — and how to find and check your own account.
Phoenix Financial Group Ltd. (EIN 86-0940303) reports PHOENIX FINANCIAL GROUP LTD. 401(K) P/S PLAN on its most recent Form 5500, with $515K in plan assets across 7 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 Phoenix Financial Group Ltd. filing — schedules, fees, and providers.
Phoenix Financial Group Ltd.’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 Phoenix Financial Group Ltd.HR for the recordkeeper’s name and login.
