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  2. Phoenix Management Solutions

Filings through Oct 24, 2026.

Phoenix Management Solutions

EIN 86-0847909-insurance-Latest filing 2025
Plans
1
Retirement
1
$525K assets
Health & Benefits
0
Participants
3
10000 N 31ST AVE, #C309 - PHOENIX, AZ 85051602-863-7600phoenixmgmt.comLinkedIn1-10 employeesinsurance
Plans on this EIN
1 filing
#001401(k)-$525K - 3 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

PHOENIX MANAGEMENT SOLUTIONS 401(K) PLAN

401(k)

Assets$525K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001PHOENIX MANAGEMENT SOLUTIONS 401(K) PLAN401(k)$525K32025
  • PHOENIX MANAGEMENT SOLUTIONS 401(K) PLAN$525K
    #001 · 401(k) · 20253
Retirement plans
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