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  2. Phoenix Financial Services, LLC

Filings through Oct 24, 2026.

Phoenix Financial Services, LLC

EIN 30-0651611-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$20.5M assets
Health & Benefits
0
Participants
372
174 CALLAWASSIE DRIVE - OKATIE, SC 29909843-987-2199
Plans on this EIN
1 filing
#001401(k)-$20.5M - 372 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

PHOENIX FINANCIAL SERVICES, LLC GROUP RETIREMENT PLAN

401(k)

Assets$20.5M
Participants372
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001PHOENIX FINANCIAL SERVICES, LLC GROUP RETIREMENT PLAN401(k)$20.5M3722025
  • PHOENIX FINANCIAL SERVICES, LLC GROUP RETIREMENT PLAN$20.5M
    #001 · 401(k) · 2025372
Retirement plans
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