Julie Mower signed The Phoenix Center, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Phoenix Center, Inc.'s EIN is 22-3114959.
Download the official 2023 Form 5500 (PDF) for The Phoenix Center, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)The Phoenix Center, Inc.'s plan includes profit-sharing, a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 04-1590850 | — | RECORD KEEPER | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS INS. AGENCY | 54-0910269 | — | INVESTMENT ADVISOR | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $13.6M | 86.2% | |
| [Assets held in participant loans] | Other | — | — | $11K | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT CONSULTANTS GROUP | 23-2383285 | — | THIRD PARTY ADMINISTRATOR | $1K | — |
