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Sponsor portfolio

PHOENIX PRODUCTS, LLC

EIN 83-1597865-Manufacturing-Latest filing 2025
Plans
2
Retirement
2
$11.2M assets
Welfare
0
Participants
138
8711 WEST PORT AVENUE - MILWAUKEE, WI 53224414-973-3453
Plans on this EIN
2 filings
#002401k-$9.4M - 90 part#003401k-$1.8M - 48 part

Retirement portfolio analytics

2 plans aggregated / $11.2M assets / 138 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • OFFICE 401K PLAN (#002)84%
  • PLANT 401K PLAN (#003)16%
Total $11.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • OFFICE 401K PLAN (#002)90
  • PLANT 401K PLAN (#003)48
Total 138Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PHOENIX OFFICE 401K PLAN

401k

Assets$9.4M
Participants90
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

PHOENIX PLANT 401K PLAN

401k

Assets$1.8M
Participants48
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PHOENIX OFFICE 401K PLAN401k$9.4M902025
003PHOENIX PLANT 401K PLAN401k$1.8M482025
Retirement plans
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