Phoenix Financial Services, LLC (EIN 30-0651611) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $15.0M in plan assets and 274 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Phoenix Financial Services, LLC Group Retirement Plan | 001 | 274 | $15.0M |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
30-0651611 is the Employer Identification Number (EIN) Phoenix Financial Services, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on South Carolina EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
