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Original filing (PDF)20250908134011NAL0011955779001

PHOENIX COMMUNICATIONS, INC.

Form 5500
FILING_RECEIVED
PHOENIX COMMUNICATIONS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
225
Accounts w/ balance
183
Plan assets (EOY)
$12.3M
Net assets (EOY)
$12.3M
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHOENIX COMMUNICATIONS, INC..
Plan sponsor
Name
PHOENIX COMMUNICATIONS, INC.
EIN
04-3528157
Address
25 BOWDITCH DRIVE · SHREWSBURY, MA · 01545
Phone
(508) 438-0360
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
NOVAK FRANCELLA LLC
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

2 rows
Other
2
NameEINLocationRelationDirect compIndirect comp
ASCENSUS LLC11-3665754—NONE$14K—
GLOBAL RETIREMENT PARTNERS—SAN RAFAEL, CANONE$5K—

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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