How big is Phoenix Vanguard's plan?

Phoenix Vanguard's plan reported $6.1M in assets and 95 participants for 2024.

Original filing (PDF)20250501084345NAL0001930835001

Phoenix Vanguard

Name: Phoenix Vanguard — Phoenix Vanguard Inc. 401(k), Form 5500 (2024)
Creator: Phoenix Vanguard
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phoenix Vanguard Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Phoenix Vanguard's Phoenix Vanguard Inc. 401(k) Profit Sharing Plan and Trust held $6.1M in plan assets for 95 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

People on this filing

VU TRAN signed Phoenix Vanguard's 2024 Form 5500 as plan administrator.

VU TRAN — 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 Vanguard's EIN is 14-1843296.

EIN 14-1843296

Plan number 001

Plan year 2024

ACK ID 20250501084345NAL0001930835001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Phoenix Vanguard's plan includes profit-sharing, a 401(k) feature, automatic enrollment, ERISA 404(c) participant direction, 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 VANGUARD.

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Plan health score

Above-average plan

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