Phoenix V LLC DBA BEI Hawaii 401(k) Plan

The Phoenix V LLC DBA BEI Hawaii 401(k) on its latest Form 5500

Phoenix V LLC DBA BEI Hawaii (EIN 99-0358577) reports PHOENIX V LLC 401(K) RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $15.6M in plan assets across 65 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 V LLC DBA BEI Hawaii filing — schedules, fees, and providers.

Who runs the Phoenix V LLC DBA BEI Hawaii 401(k)?

Phoenix V LLC DBA BEI Hawaii’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 V LLC DBA BEI HawaiiHR for the recordkeeper’s name and login.

How to check your Phoenix V LLC DBA BEI Hawaii 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Phoenix V LLC DBA BEI Hawaii 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).