What public Form 5500 filings show about the Phoenix Fund Services Group LL 401(k) plan — and how to find and check your own account.
Phoenix Fund Services Group LL (EIN 93-3556575) reports PHOENIX FUND SERVICES GROUP LL 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $49K in plan assets across 1 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 Fund Services Group LL filing — schedules, fees, and providers.
Phoenix Fund Services Group LL’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 Fund Services Group LLHR for the recordkeeper’s name and login.
