# Phoenix Holdings INC 401(k) Plan
Source: https://planprovider.pro/companies/phoenix-holdings-inc-401k-plan

> Phoenix Holdings INC's 401(k) plan: 2 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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