How big is Phelan Management Services, Inc.'s plan?

Phelan Management Services, Inc.'s plan reported $1.4M in assets and 42 participants for 2024.

Original filing (PDF)20251007130330NAL0002482531001

Phelan Management Services, Inc.

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

Form 5500-SF

FILING_RECEIVED

Phelan Management Services, Inc. 401(k) Plan

401(k) retirement plan · Phelan Management Services, Inc.'s Phelan Management Services, Inc. 401(k) Plan held $1.4M in plan assets for 42 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Phelan Management Services, Inc.'s EIN is 20-0647101.

EIN 20-0647101

Plan number 001

Plan year 2024

ACK ID 20251007130330NAL0002482531001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phelan Management Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phelan Management Services, Inc.'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 PHELAN MANAGEMENT SERVICES, INC..

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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

Knocking points off