OpenERISA

Phoenix Financial Services, LLC

Okatie, SC, 29909

EIN 30-0651611
Plans
1
Total participants
1,247
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
541214

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Phoenix Financial Services, LLC Group Retirement Plan274
2023Form 5500001Phoenix Financial Services, LLC Group Retirement Plan257
2022Form 5500001Phoenix Financial Services, LLC Group Retirement Plan247
2021Form 5500001Phoenix Financial Services, LLC Group Retirement Plan232
2020Form 5500001Phoenix Financial Services, LLC Group Retirement Plan237

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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