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Sponsor portfolio

PHOENIX FINANCIAL GROUP LTD.

EIN 86-0940303-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$515K assets
Welfare
0
Participants
7
8801 W UNION HILLS DR BLDG C - PEORIA, AZ 85382623-933-1511
Plans on this EIN
1 filing
#001401k-$515K - 7 part

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Retirement#001

PHOENIX FINANCIAL GROUP LTD. 401(K) P/S PLAN

401k

Assets$515K
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PHOENIX FINANCIAL GROUP LTD. 401(K) P/S PLAN401k$515K72025
Retirement plans
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