Phoenix Air Group, Inc. 401(k) Plan
Sponsored by Phoenix Air Group, Inc. · EIN 581653300 · Plan #001
- Total assets
- $26.9M
- Net assets
- $26.9M
- Active participants
- 308
- With balances
- 221
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Investment Research Corp CRD 108208 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $37,365 |
| Investment Research | Investment advisory (plan), Direct payment from the plan | $19,994 |