Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PHOENIX DATA CORPORATION
EIN 35-2136230information technology and servicesLatest filing 2025
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
71
5777 N. POST ROAD - INDIANAPOLIS, IN 46216317-354-1187phoenixdatacorporation.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 71 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PHOENIX DATA CORPORATION 401(K) PLAN
401k
Assets$3.2M
Participants64
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PHOENIX DATA CORPORATION UNION 401(K) PLAN
401k
Assets$68K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PHOENIX DATA CORPORATION 401(K) PLAN | 401k | $3.2M | 64 | 2025 | |
| 002 | PHOENIX DATA CORPORATION UNION 401(K) PLAN | 401k | $68K | 7 | 2025 |
Retirement plans