How big is The Phoenix Law Group, PLC's plan?

The Phoenix Law Group, PLC's plan reported $4.6M in assets and 16 participants for 2024.

Original filing (PDF)20251006184306NAL0009752322001

The Phoenix Law Group, PLC

Name: The Phoenix Law Group, PLC — The Phoenix Law Group, Form 5500 (2024)
Creator: The Phoenix Law Group, PLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Phoenix Law Group 401(k) Plan

401(k) retirement plan · The Phoenix Law Group, PLC's The Phoenix Law Group 401(k) Plan held $4.6M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

People on this filing

Rosemary Agena signed The Phoenix Law Group, PLC's 2024 Form 5500 as plan administrator.

Rosemary Agena — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Phoenix Law Group, PLC's EIN is 05-0534162.

EIN 05-0534162

Plan number 001

Plan year 2024

ACK ID 20251006184306NAL0009752322001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Phoenix Law Group, PLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Phoenix Law Group, PLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE PHOENIX LAW GROUP, PLC.

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score