How big is PHI BETA Sigma Fraternity, Inc.'s plan?

PHI BETA Sigma Fraternity, Inc.'s plan reported $290K in assets and 5 participants for 2024.

Original filing (PDF)20250628085504NAL0024857490001

PHI BETA Sigma Fraternity, Inc.

Name: PHI BETA Sigma Fraternity, Inc. — 401(k) Profit, Form 5500 (2024)
Creator: PHI BETA Sigma Fraternity, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) Profit Sharing Plan for Employees of PHI BETA Sigma Fraternity, Inc.

401(k) retirement plan · PHI BETA Sigma Fraternity, Inc.'s 401(k) Profit Sharing Plan for Employees of PHI BETA Sigma Fraternity, Inc. held $290K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$290K

Net assets (EOY)

$290K

People on this filing

William Fraiser,Jr. signed PHI BETA Sigma Fraternity, Inc.'s 2024 Form 5500 as plan administrator.

William Fraiser,Jr. — 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

PHI BETA Sigma Fraternity, Inc.'s EIN is 11-1709989.

EIN 11-1709989

Plan number 001

Plan year 2024

ACK ID 20250628085504NAL0024857490001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for PHI BETA Sigma Fraternity, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

PHI BETA Sigma Fraternity, Inc.'s plan includes 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 PHI BETA SIGMA FRATERNITY, INC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

PHI BETA SIGMA FRATERNITY, INC

EIN

all filings

Address

145 KENNEDY ST NW · WASHINGTON, DC · 200115260

Phone

(202) 726-5434

Industry

Educational Services

Plan administrator