How big is Phoenix Management Corp.'s plan?

Phoenix Management Corp.'s plan reported $668K in assets and 2 participants for 2024.

Original filing (PDF)20250709094431NAL0003235507001

Phoenix Management Corp.

Name: Phoenix Management Corp. — Phoenix Management Corp., Form 5500 (2024)
Creator: Phoenix Management Corp.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phoenix Management Corp. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Phoenix Management Corp.'s Phoenix Management Corp. 401(k) Profit Sharing Plan & Trust held $668K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$668K

Net assets (EOY)

$668K

People on this filing

NOEL F. Cooke signed Phoenix Management Corp.'s 2024 Form 5500 as plan administrator.

NOEL F. Cooke — 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

Phoenix Management Corp.'s EIN is 06-1285072.

EIN 06-1285072

Plan number 001

Plan year 2024

ACK ID 20250709094431NAL0003235507001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phoenix Management Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phoenix Management Corp.'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 PHOENIX MANAGEMENT CORP.

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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