Sponsor portfolio

PHOENIX WEALTH ADVISORS, INC.

EIN 56-1598168financial servicesLatest filing 2025

Plans

Retirement

$3.8M assets

Welfare

Participants

100 EUROPA DRIVE, SUITE 390 - CHAPEL HILL, NC 27517919-797-9761pfinx.comLinkedIn1-10 employeesfinancial services

Plans on this EIN

1 filing

#002401k-$3.8M - 9 part

Plan deep-dives

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Retirement#002

PHOENIX WEALTH ADVISORS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$3.8M

Participants9

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
002	PHOENIX WEALTH ADVISORS, INC. 401(K) PROFIT SHARING PLAN	401k	$3.8M	9	2025

Retirement plans