Phoenix International Holdings, Inc. 401(k) Plan: Login, Facts & Contact Information

Phoenix International Holdings, Inc. 401(k) Plan Facts

Plan name
PHOENIX INTERNATIONAL HOLDINGS, INC. RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
PHOENIX INTERNATIONAL HOLDINGS,
Participants
232 (178 active employees)
Former employees with a balance
52
Plan assets
$22,232,715 at Dec 31, 2024
Average account balance
$113,432 across 196 accounts
Employer contributions
$379,108 in plan year 2024 (20% of all contributions)
Recordkeeper
Raymond James Financial Service
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1999
✓ 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 16, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.89 million went into the plan in contributions, $379,108 of it from the employer (20%).
  • $1.22 million was paid out to participants.
  • Investment and other income added $2.78 million.
  • Administrative expenses were $59,146, about $302 per account.

How the Phoenix International Holdings, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019272$14.8 million$133,896$535,743
2020241$17.0 million$262,379$1.94 million
2021255$19.0 million$257,257$1.70 million
2022230$15.8 million$345,950$1.42 million
2023222$18.8 million$376,251$1.20 million
2024232$22.2 million$379,108$1.22 million

Phoenix International Holdings, Inc. 401(k) Contact Information

Phone
248-703-6321
Mailing address
9301 LARGO DRIVE WEST, LARGO MD 20774
Plan sponsor
PHOENIX INTERNATIONAL HOLDINGS,
Employer identification number (EIN)
26-1426514
Plan number
001

Questions about the Phoenix International Holdings, Inc. 401(k)

Does Phoenix International Holdings, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $379,108, 20% of all contributions.

Does the Phoenix International Holdings, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Phoenix International Holdings, Inc 401(k) plan?

232 participants at the start of plan year 2024, 178 of them active employees, and 52 former employees who still had money in the plan.

What is the average 401(k) balance at Phoenix International Holdings, Inc?

About $113,432 per account: $22.2 million in plan assets across 196 accounts with a balance at the end of plan year 2024.

Who manages the Phoenix International Holdings, Inc 401(k) accounts?

Capital Group / American Funds (listed on the filing as RAYMOND JAMES FINANCIAL SERVICE) is the plan's recordkeeper, which is where participants log in to see their balance.

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

Your account stays with Capital Group / American Funds 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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