Plan Snapshot
- Plan Sponsor: Phoenix Holdings INC
- Sponsor EIN: 921316618
- Sponsor Address: 11942 LAZY OAK CT, FISHERS, IN, 46037
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $260,564
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 2 | $260,564 | $0 | $0 |
| 2024 | 2 | $260,564 | $0 | $0 |
| 2023 | 1 | $412,526 | $0 | $0 |
| 2022 | 1 | $335,417 | $0 | $0 |