Theodore P. Barry signed Phoenix Services LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Phoenix Services LLC's EIN is 20-3056493.
Download the official 2022 Form 5500 (PDF) for Phoenix Services LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Phoenix Services LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $83K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | — | SAN RAFAEL, CA | NONE | $16K | — |
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