What public Form 5500 filings show about the Phoenix Management Solutions, LL 401(k) plan — and how to find and check your own account.
Phoenix Management Solutions, LL (EIN 84-4250550) reports PHOENIX MANAGEMENT SOLUTIONS, LLC 401K PROFIT SHARING PLAN & T on its most recent Form 5500, with $12.6M in plan assets across 199 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 Solutions, LL filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is ADP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Phoenix Management Solutions, LL 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORGAN STANLEY SMITH BARNEY.
