Phoenix Services Llc 401(k) Plan: Login, Facts & Contact Information

Phoenix Services Llc 401(k) Plan Facts

Plan name
PHOENIX SERVICES LLC 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
PHOENIX SERVICES LLC
Participants
247 (280 active employees)
Former employees with a balance
28
Plan assets
$5,571,298 at Dec 31, 2024
Average account balance
$27,177 across 205 accounts
Employer contributions
$323,772 in plan year 2024 (28% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2018
✓ 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 Jul 17, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.17 million went into the plan in contributions, $323,772 of it from the employer (28%).
  • $709,828 was paid out to participants.
  • Investment and other income added $546,544.

How the Phoenix Services Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019481$2.58 million$425,335$466,227
2020427$2.68 million$253,500$1.18 million
2021235$3.36 million$202,414$448,426
2022188$3.25 million$248,924$373,308
2023247$4.55 million$304,588$341,555
2024247$5.57 million$323,772$709,828

Phoenix Services Llc 401(k) Contact Information

Phone
713-952-5533
Mailing address
10260 WESTHEIMER RD SUITE 460, HOUSTON TX 77042
Plan sponsor
PHOENIX SERVICES LLC
Employer identification number (EIN)
45-5483929
Plan number
001

Questions about the Phoenix Services Llc 401(k)

Does Phoenix Services Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $323,772, 28% of all contributions.

Does the Phoenix Services Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Phoenix Services Llc 401(k) plan?

247 participants at the start of plan year 2024, 280 of them active employees, and 28 former employees who still had money in the plan.

What is the average 401(k) balance at Phoenix Services Llc?

About $27,177 per account: $5.57 million in plan assets across 205 accounts with a balance at the end of plan year 2024.

Who manages the Phoenix Services Llc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Phoenix Services Llc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits 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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