Plan Snapshot
- Plan Sponsor: Phoenix Management, INC. (EIN 742641906)
- Plan Type: DC
- Total Participants: 350
- Total Assets: $14.7M
- Sponsor State: TX
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 350 | $14.7M | $2.0M | $369,105 |
| 2023 | 478 | $14.1M | $2.4M | $440,731 |
| 2022 | 455 | $11.9M | $2.3M | $443,643 |
Service Providers
- PEGGY S. EDGE, CPA, LLC — Accountant / Independent Qualified Public Accountant ($9,000)