THE PHELPS GROUP EMPLOYEE STOCK OWNERSHIP PLAN

Plan Contact

  • Address: 12121 BLUFF CREEK DR, SUITE 200,PLAYA VISTA,CA
  • Contact person: DALE STEVENS
  • Phone: (310) 752-4400

Plan General Information

THE PHELPS GROUP EMPLOYEE STOCK OWNERSHIP PLAN Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in THE PHELPS GROUP EMPLOYEE STOCK OWNERSHIP PLAN is 18

Enrollment Features


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Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

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Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …