What public Form 5500 filings show about the Phoenix Wealth Advisors, Inc. 401(k) plan — and how to find and check your own account.
Phoenix Wealth Advisors, Inc. (EIN 56-1598168) reports PHOENIX WEALTH ADVISORS, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $3.8M in plan assets across 8 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 Wealth Advisors, Inc. filing — schedules, fees, and providers.
Phoenix Wealth Advisors, Inc.’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 Wealth Advisors, Inc.HR for the recordkeeper’s name and login.
