Phoenix Tower International Investments 401(k) Profit Sharing Plan & Trust
Sponsored by Phoenix Tower International Investments, Llc · EIN 364798271 · Plan #001 · Boca Raton, FL
- Total assets
- $1
- Net assets
- $1
- Active participants
- 1
- With balances
- 1
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial Llc Rpcp | Investment advisory (participants), Recordkeeping | $45,351 |
| Paychex, Inc. | Investment advisory (participants), Recordkeeping | $12,862 |