The Phoenix Forge Group, Llc 401(k) Plan: Login, Facts & Contact Information

The Phoenix Forge Group, Llc 401(k) Plan Facts

Plan name
THE PHOENIX FORGE GROUP 401(K) SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
THE PHOENIX FORGE GROUP, LLC
Participants
372 (318 active employees)
Former employees with a balance
46
Plan assets
$44,782,269 at Dec 31, 2024
Average account balance
$145,397 across 308 accounts
Employer contributions
$743,837 in plan year 2024 (31% of all contributions)
Recordkeeper
Empower Annuity Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1988
✓ 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 Oct 10, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.40 million went into the plan in contributions, $743,837 of it from the employer (31%).
  • $889,937 was paid out to participants.
  • Investment and other income added $5.95 million.
  • Administrative expenses were $103,539, about $336 per account.

How the The Phoenix Forge Group, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019435$28.9 million$537,103$723,401
2020426$31.0 million$489,179$3.47 million
2021351$34.5 million$549,941$1.37 million
2022410$30.5 million$604,473$533,601
2023367$37.5 million$701,614$333,568
2024372$44.8 million$743,837$889,937

The Phoenix Forge Group, Llc 401(k) Contact Information

Phone
610-741-6134
Mailing address
1020 MACARTHUR ROAD, READING PA 196059404
Plan sponsor
THE PHOENIX FORGE GROUP, LLC
Employer identification number (EIN)
23-2932241
Plan number
001

Questions about the The Phoenix Forge Group, Llc 401(k)

Does The Phoenix Forge Group, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $743,837, 31% of all contributions.

Does the The Phoenix Forge Group, Llc 401(k) have automatic enrollment?

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

How many people are in the The Phoenix Forge Group, Llc 401(k) plan?

372 participants at the start of plan year 2024, 318 of them active employees, and 46 former employees who still had money in the plan.

What is the average 401(k) balance at The Phoenix Forge Group, Llc?

About $145,397 per account: $44.8 million in plan assets across 308 accounts with a balance at the end of plan year 2024.

Who manages the The Phoenix Forge Group, Llc 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at The Phoenix Forge Group, Llc. How do I access my 401(k)?

Your account stays with Empower 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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