Phoenix Group Holdings, LLC Retirement Plan

Phoenix Group Holdings, LLC, New Providence NJ. Employer ID 830415289, plan number 001. Annual reports on file for 2009 to 2019.

Where the money went

Filed 2009-2019Phoenix Group Holdings, LLC Retirement Plan, Phoenix Group Holdings, LLC
2019Assets transferred to Justworks Retirement Savings Plan
TodayJustworks Retirement Savings Plan still files. Slavic Integrated Administration keeps the records. That is where to ask.

Records are kept by Slavic Integrated Administration, per the 2024 filing.

In plan year 2018, active participants fell from 116 to 75 (35%), and 30 people left before they were fully vested. When a plan loses about 20% or more of its participants in a year, the IRS presumes a partial plan termination (Revenue Ruling 2007-43). Everyone who left in that period must then be fully vested in the employer's contributions. Filing

This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.

Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.

2012: This year's opening assets do not match last year's closing assets.
2019: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
2019: At least 25% of plan assets were transferred to another plan this year (merger or spin-off).

"Separated, still owed" counts people who left the employer but still have a benefit in the plan, as reported by the plan.

Plan year	Participants	Separated, still owed	Source
2009	69	—	Filing
2010	73	—	Filing
2011	95	—	Filing
2012	124	—	Filing
2013	135	19	Filing
2014	136	35	Filing
2015	108	25	Filing
2016	122	35	Filing
2017	151	34	Filing
2018	128	52	Filing
2019	0	0	Filing

Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.