What public Form 5500 filings show about the Phoenix Oversight Group 401(k) plan — and how to find and check your own account.
Phoenix Oversight Group (EIN 47-4541679) reports PHOENIX OVERSIGHT GROUP 401(K) PLAN on its most recent Form 5500, with $7.6M in plan assets across 73 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 Oversight Group filing — schedules, fees, and providers.
Phoenix Oversight Group’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 Oversight GroupHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): AT RETIREMENT SERVICES, CREATIVE PLANNING.
