Phoenix Investors 401(k) Plan
Sponsored by Phoenix Investors A Limited Liability Company · EIN 391785189 · Plan #001
- Total assets
- $7.4M
- Net assets
- $7.4M
- Active participants
- 186
- With balances
- 247
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Dubuque Bank & Trust Company | Recordkeeping, Trustee (institutional), Trustee (discretionary) | $57,142 |