PHENIX AUTOMATION 401(K) PLAN
|
2023
|
813359827
|
2024-10-15
|
PHENIX AUTOMATION
|
3
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2022-01-01
|
Business code |
423990
|
Sponsor’s telephone number |
5856410535
|
Plan sponsor’s
address |
300 MAIN STREET, SUITE 35, EAST ROCHESTER, NY, 14445
|
Signature of
Role |
Plan administrator |
Date |
2024-10-15 |
Name of individual signing |
WILLIAM CULLEY |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
PHENIX AUTOMATION CASH BALANCE PENSION PLAN
|
2023
|
813359827
|
2024-07-24
|
PHENIX AUTOMATION
|
2
|
|
File |
View Page
|
Three-digit plan number (PN) |
003
|
Effective date of plan |
2022-01-01
|
Business code |
423800
|
Sponsor’s telephone number |
5858022433
|
Plan sponsor’s
address |
215 TREMONT ST., STE 201, ROCHESTER, NY, 14608
|
|
PHENIX AUTOMATION CASH BALANCE PENSION PLAN
|
2022
|
813359827
|
2023-10-02
|
PHENIX AUTOMATION
|
2
|
|
File |
View Page
|
Three-digit plan number (PN) |
003
|
Effective date of plan |
2022-01-01
|
Business code |
423800
|
Sponsor’s telephone number |
5858022433
|
Plan sponsor’s
address |
215 TREMONT ST., STE 201, ROCHESTER, NY, 14608
|
|
PHENIX AUTOMATION 401(K) PLAN
|
2022
|
813359827
|
2023-10-05
|
PHENIX AUTOMATION
|
2
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2022-01-01
|
Business code |
423990
|
Sponsor’s telephone number |
5856410535
|
Plan sponsor’s
address |
300 MAIN STREET, SUITE 35, EAST ROCHESTER, NY, 14445
|
Signature of
Role |
Plan administrator |
Date |
2023-10-05 |
Name of individual signing |
WILLIAM CULLEY |
|
|
ETF ADVISOR K MEP
|
2021
|
813359827
|
2022-07-09
|
PHENIX AUTOMATION
|
6
|
|
File |
View Page
|
Three-digit plan number (PN) |
336
|
Effective date of plan |
2018-01-01
|
Business code |
423100
|
Sponsor’s telephone number |
5856410535
|
Plan sponsor’s
address |
215 TREMONT ST., STE 201, ROCHESTER, NY, 14608
|
Plan administrator’s name and address
Administrator’s EIN |
813799174 |
Plan administrator’s name |
FIDUCIARY WISE |
Plan administrator’s
address |
2487 S. GILBERT ROAD, SUITE 106-455, GILBERT, AZ, 85295 |
Administrator’s telephone number |
4808554017 |
Signature of
Role |
Plan administrator |
Date |
2022-07-09 |
Name of individual signing |
KRISTI DALLEY |
|
|
ETF ADVISOR K MEP
|
2020
|
813359827
|
2021-07-29
|
PHENIX AUTOMATION
|
6
|
|
File |
View Page
|
Three-digit plan number (PN) |
336
|
Effective date of plan |
2018-01-01
|
Business code |
423100
|
Sponsor’s telephone number |
5856410535
|
Plan sponsor’s
address |
215 TREMONT ST., STE 201, ROCHESTER, NY, 14608
|
Plan administrator’s name and address
Administrator’s EIN |
813799174 |
Plan administrator’s name |
FIDUCIARY WISE |
Plan administrator’s
address |
2487 S. GILBERT ROAD, SUITE 106-455, GILBERT, AZ, 85295 |
Administrator’s telephone number |
4808554017 |
Signature of
Role |
Plan administrator |
Date |
2021-07-29 |
Name of individual signing |
KRISTI DALLEY |
|
|
ETF ADVISOR K MEP
|
2019
|
813359827
|
2020-07-22
|
PHENIX AUTOMATION
|
4
|
|
File |
View Page
|
Three-digit plan number (PN) |
336
|
Effective date of plan |
2018-01-01
|
Business code |
423100
|
Sponsor’s telephone number |
5856410535
|
Plan sponsor’s
address |
215 TREMONT ST., STE 201, ROCHESTER, NY, 14608
|
Plan administrator’s name and address
Administrator’s EIN |
813799174 |
Plan administrator’s name |
FIDUCIARY WISE |
Plan administrator’s
address |
2487 S. GILBERT ROAD, SUITE 106-455, GILBERT, AZ, 85295 |
Administrator’s telephone number |
4808554017 |
Signature of
Role |
Plan administrator |
Date |
2020-07-22 |
Name of individual signing |
KRISTI DALLEY |
|
|
ETF ADVISOR K MEP PHENIX AUTOMATION
|
2018
|
813359827
|
2019-06-18
|
PHENIX AUTOMATION
|
1
|
|
File |
View Page
|
Three-digit plan number (PN) |
336
|
Effective date of plan |
2018-01-01
|
Business code |
423100
|
Sponsor’s telephone number |
5856410535
|
Plan sponsor’s
address |
215 TREMONT ST., STE 201, ROCHESTER, NY, 14608
|
Plan administrator’s name and address
Administrator’s EIN |
813799174 |
Plan administrator’s name |
FIDUCIARY WISE |
Plan administrator’s
address |
2487 S. GILBERT ROAD, SUITE 106-455, GILBERT, AZ, 85295 |
Administrator’s telephone number |
4808554017 |
Signature of
Role |
Plan administrator |
Date |
2019-06-18 |
Name of individual signing |
KRISTI DALLEY |
|
|