# Phoenix Holdings INC 401(k) Plan
Source: https://planprovider.pro/companies/phoenix-holdings-inc-921316618-001

> Phoenix Holdings INC's 401(k) plan: 2 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Phoenix Holdings INC

- **Sponsor EIN:** 921316618

- **Sponsor Address:** 11942 LAZY OAK CT, FISHERS, IN, 46037

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **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.|

| 2024|2|$260,564|$0|$0|

| 2023|1|$412,526|$0|$0|

| 2022|1|$335,417|$0|$0|

## Similar Plans

- [Proud American Adventures, INC.](https://planprovider.pro/companies/proud-american-adventures-inc-401k-plan) — 25 participants

- [Willow Lake Ewc INC.](https://planprovider.pro/companies/willow-lake-ewc-inc-401k-plan) — 16 participants

- [Reddick Enterprise, INC.](https://planprovider.pro/companies/reddick-enterprise-inc-plan) — 9 participants

- [Southern Experiences INC.](https://planprovider.pro/companies/southern-experiences-inc-814996197-001) — 8 participants

- [Fabellar & Company, INC.](https://planprovider.pro/companies/fabellar-company-inc-plan) — 5 participants

- [Betty'S Daughter, INC.](https://planprovider.pro/companies/betty-s-daughter-inc-401k-plan) — 2 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/phoenix-holdings-inc-921316618-001)

© 2026 PlanProvider.Pro