PHOENIX HEALTHCARE MANAGEMENT SERVICES, INC. 401(k) Plan
What public Form 5500 filings show about the PHOENIX HEALTHCARE MANAGEMENT SERVICES, INC. 401(k) plan — and how to find and check your own account.
The PHOENIX HEALTHCARE MANAGEMENT SERVICES, INC. 401(k) on its latest Form 5500
PHOENIX HEALTHCARE MANAGEMENT SERVICES, INC. (EIN 58-2002963) reports PHOENIX HEALTHCARE MANAGEMENT SERVICES, INC. 401(K) PLAN on its most recent Form 5500, with $14.5M in plan assets across 168 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 HEALTHCARE MANAGEMENT SERVICES, INC. filing — schedules, fees, and providers.
Who runs the PHOENIX HEALTHCARE MANAGEMENT SERVICES, 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 PHOENIX HEALTHCARE MANAGEMENT SERVICES, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ORENDA RETIREMENT, RESOURCE INVESTMENT ADVSIORS.
How to check your PHOENIX HEALTHCARE MANAGEMENT SERVICES, INC. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask PHOENIX HEALTHCARE MANAGEMENT SERVICES, 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).