Lauren Barnes signed PHX Holdings LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PHX Holdings LLC's EIN is 83-2712734.
Download the official 2024 Form 5500 (PDF) for PHX Holdings LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PHX Holdings LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS CO | 36-6071399 | — | RECORDKEEPER | $42K | — |
| ERISA SERVICES OF GEORGIA, LLC | 83-4452620 | — | RECORDKEEPER | $15K | — |
| TRANSAMERICA TRUST COMPANY | 42-0947998 | — | TRUSTEE | $167 | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| NORTHWESTERN MUTUAL WEALTH MGMT | 13-3689044 | — | INVESTMENT ADVISORY - PL | $40K | — |
