PHOENIX GLOBAL 401(k) Plan
What public Form 5500 filings show about the PHOENIX GLOBAL 401(k) plan — and how to find and check your own account.
The PHOENIX GLOBAL 401(k) on its latest Form 5500
PHOENIX GLOBAL (EIN 93-1907691) reports PHOENIX SERVICES LLC 401(K) PLAN on its most recent Form 5500, with $14.2M in plan assets across 402 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 GLOBAL filing — schedules, fees, and providers.
Who runs the PHOENIX GLOBAL 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 JPMORGAN INVEST HOLDINGS, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your PHOENIX GLOBAL 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): COMMONWEALTH EQUITY SERVICES, PENTEGRA SERVICES.
How to check your PHOENIX GLOBAL 401(k)
- Log in to JPMORGAN INVEST HOLDINGS’s participant portal (the site on your statements).
- Ask PHOENIX GLOBAL 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).