PHOENIX MANAGEMENT SOLUTIONS, LL 401(k) Plan
What public Form 5500 filings show about the PHOENIX MANAGEMENT SOLUTIONS, LL 401(k) plan — and how to find and check your own account.
The PHOENIX MANAGEMENT SOLUTIONS, LL 401(k) on its latest Form 5500
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.
Who runs the PHOENIX MANAGEMENT SOLUTIONS, LL 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 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.
How to check your PHOENIX MANAGEMENT SOLUTIONS, LL 401(k)
- Log in to ADP’s participant portal (the site on your statements).
- Ask PHOENIX MANAGEMENT SOLUTIONS, LL 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).