Phoenix Care Systems, Inc 401(k) Plan: Login, Facts & Contact Information

Phoenix Care Systems, Inc 401(k) Plan Facts

Plan name
BROADSTEP BEHAVIORAL HEALTH INC. 401(K) RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
BROADSTEP BEHAVIORAL HEALTH INC · formerly Phoenix Care Systems, Inc
Participants
1,566 (418 active employees)
Former employees with a balance
308
Plan assets
$7,827,557 at Dec 31, 2024
Average account balance
$10,409 across 752 accounts
Employer contributions
$1,098 in plan year 2024 (0% of all contributions)
Recordkeeper
Transamerica Retirement Solutions
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1995
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 11, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $805,661 went into the plan in contributions, $1,098 of it from the employer (0%).
  • $2.45 million was paid out to participants.
  • Investment and other income added $930,922.
  • Administrative expenses were $115,994, about $154 per account.

How the Phoenix Care Systems, Inc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20192,018$10.9 million—$1.43 million
20202,992$9.75 million$1,709$2.88 million
20211,344$11.0 million—$1.26 million
20221,779$9.55 million—$1.56 million
20231,841$8.67 million—$3.62 million
20241,566$7.83 million$1,098$2.45 million

Phoenix Care Systems, Inc 401(k) Contact Information

Phone
919-723-2043
Mailing address
P. O. BOX 1037, KINGSTREE SC 29556
Plan sponsor
BROADSTEP BEHAVIORAL HEALTH INC
Employer identification number (EIN)
39-1966717
Plan number
001

Questions about the Phoenix Care Systems, Inc 401(k)

Does Phoenix Care Systems, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1,098, 0% of all contributions.

Does the Phoenix Care Systems, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Phoenix Care Systems, Inc 401(k) plan?

1,566 participants at the start of plan year 2024, 418 of them active employees, and 308 former employees who still had money in the plan.

What is the average 401(k) balance at Phoenix Care Systems, Inc?

About $10,409 per account: $7.83 million in plan assets across 752 accounts with a balance at the end of plan year 2024.

Who manages the Phoenix Care Systems, Inc 401(k) accounts?

Transamerica (listed on the filing as TRANSAMERICA RETIREMENT SOLUTIONS) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Phoenix Care Systems, Inc. How do I access my 401(k)?

Your account stays with Transamerica after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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