Phoenix Oversight Group 401(k) Plan
Sponsored by Phoenix Oversight Group · EIN 474541679 · Plan #001
- Total assets
- $7.6M
- Net assets
- $7.6M
- Active participants
- 73
- With balances
- 144
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning Inc | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $36,674 |
| At Retirement Services, Llc | Claims processing, Recordkeeping, Custodial (other) | $15,523 |