What public Form 5500 filings show about the The Phoenix Mortgage Group Inc. 401(k) plan — and how to find and check your own account.
The Phoenix Mortgage Group Inc. (EIN 48-1237043) reports THE PHOENIX MORTGAGE GROUP 401(K) on its most recent Form 5500, with $250K in plan assets across 7 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 The Phoenix Mortgage Group Inc. filing — schedules, fees, and providers.
The Phoenix Mortgage Group 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 The Phoenix Mortgage Group Inc.HR for the recordkeeper’s name and login.
