Original filing (PDF)20250709094431NAL0003235507001

PHOENIX MANAGEMENT CORP

Name: PHOENIX MANAGEMENT CORP — PHOENIX MANAGEMENT CORP 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: PHOENIX MANAGEMENT CORP

Form 5500-SF

FILING_RECEIVED

PHOENIX MANAGEMENT CORP 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$668K

Net assets (EOY)

$668K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHOENIX MANAGEMENT CORP.

Plan sponsor

Name

PHOENIX MANAGEMENT CORP

EIN

06-1285072

Address

101 TRESSER BLVD · STAMFORD, CT · 069013416

Phone

(203) 324-2154

Industry

Real Estatesee 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

2025-07-09

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

CJT REAL ESTATE INC

CJT REAL ESTATE INC 401(K) PROFIT SHARING PLAN & TRUST

$668K · 1 participants

RCMUIR MANAGEMENT LLC

$669K · 6 participants

DHIJ MANAGEMENT COMPANY LLC

DHIJ MANAGEMENT 401(K) PLAN

$669K · 4 participants

WASCO AFFORDABLE HOUSING INC

WAH PENSION PLAN

$669K · 4 participants

RONATA ENTERPRISES, INC.

RONATA ENTERPRISES, INC. PROFIT SHARING PLAN

$666K · 2 participants