The Phoenix Forge Group 401(k) Savings Plan
Sponsored by The Phoenix Forge Group, Llc · EIN 232932241 · Plan #001
- Total assets
- $44.8M
- Net assets
- $44.8M
- Active participants
- 318
- With balances
- 308
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 |
|---|---|---|
| Wilmington Trust Asset Management, Llc CRD 325489 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wilmington Trust, N.A. | Investment advisory (plan) | $67,626 |
| Empower Annuity Insurance Company | Recordkeeping fees | $35,913 |