PHOENIX MANAGEMENT, INC. 401(k) Plan
What public Form 5500 filings show about the PHOENIX MANAGEMENT, INC. 401(k) plan — and how to find and check your own account.
The PHOENIX MANAGEMENT, INC. 401(k) on its latest Form 5500
PHOENIX MANAGEMENT, INC. (EIN 74-2641906) reports PHOENIX 401(K) PLAN on its most recent Form 5500, with $14.7M in plan assets across 350 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 MANAGEMENT, INC. filing — schedules, fees, and providers.
Who runs the PHOENIX MANAGEMENT, INC. 401(k)?
PHOENIX MANAGEMENT, INC.’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 MANAGEMENT, INC.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ATLASMARK FINANCIAL, PEGGY S EDGE CPA, EMPLOYEE INCENTIVE PLANS, FIDELITY BROKERAGE SERVICES.
How to check your PHOENIX MANAGEMENT, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask PHOENIX MANAGEMENT, 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).