Sponsor portfolio
SHERMAN PHOENIX FOUNDATION
EIN 85-4125394non-profit organization managementLatest filing 2024
Plans
1
Retirement
1
$12K assets
Welfare
0
Participants
7
3536 W. FOND DU LAC AVE - MILWAUKEE, WI 53216414-436-6087shermanphoenix.comLinkedIn1-10 employeesnon-profit organization management
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SHERMAN PHOENIX FOUNDATION 401(K) PLAN | 401k | $12K | 7 | 2024 |
Retirement plans