Schultz Direct LLC DBA Phoenix Direct 401(k) Plan

The Schultz Direct LLC DBA Phoenix Direct 401(k) on its latest Form 5500

Schultz Direct LLC DBA Phoenix Direct (EIN 93-3799348) reports PHOENIX DIRECT 401(K) PLAN on its most recent Form 5500, with $9K 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 Schultz Direct LLC DBA Phoenix Direct filing — schedules, fees, and providers.

Who runs the Schultz Direct LLC DBA Phoenix Direct 401(k)?

Schultz Direct LLC DBA Phoenix Direct’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 Schultz Direct LLC DBA Phoenix DirectHR for the recordkeeper’s name and login.

How to check your Schultz Direct LLC DBA Phoenix Direct 401(k)

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