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 $16.4M in plan assets across 375 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)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is JULY BUSINESS SERVICES, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Phoenix Management, Inc. 401(k).
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 JULY BUSINESS SERVICES’s participant 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).