Plan Snapshot
- Plan Sponsor: Phoenix Partners, INC.
- Sponsor EIN: 301095657
- Sponsor Address: 4 RIVERSIDE PLACE, KENNEBUNK, ME, 04043
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 9
- Total Assets: $827,606
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 | 9 | $827,606 | $0 | $0 |
| 2024 | 10 | $84,549 | $0 | $0 |
| 2023 | 11 | $1.2M | $0 | $0 |
| 2022 | 11 | $880,363 | $0 | $0 |