Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PHOENIX MANAGEMENT SERVICES, INC.
EIN 65-0677051facilities servicesLatest filing 2025
Plans
2
Retirement
2
$57K assets
Welfare
0
Participants
105
4800 N STATE ROAD 7, SUITE 105 - LAUDERDALE LAKES, FL 33319954-640-7070LinkedIn1-10 employeesfacilities services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $57K assets / 105 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 MANAGEMENT SERVICES, INC. 401(K) CLERICAL PLAN
401k
Assets$46K
Participants54
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PHOENIX MANAGEMENT SERVICES, INC. 401(K) MAINTENANCE PLAN
401k
Assets$11K
Participants51
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 MANAGEMENT SERVICES, INC. 401(K) CLERICAL PLAN | 401k | $46K | 54 | 2025 | |
| 002 | PHOENIX MANAGEMENT SERVICES, INC. 401(K) MAINTENANCE PLAN | 401k | $11K | 51 | 2025 |
Retirement plans