THE PHOENIX SCHOOL, INC. DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
Late filing · 0.2 mo
Active participants
5
Accounts w/ balance
7
Plan assets (EOY)
$614K
Net assets (EOY)
$614K
Plan health score
Top-tier plan health
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.
Compliance & integrity
99
Total plan cost
n/a
Plan health
89
Vendor & structure
100
Knocking points off
Filed 0.2 months past the 10.5-month grace window.
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (85th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE PHOENIX SCHOOL, INC.
