Original filing (PDF)20251110074530NAL0005918722001

PHOENIX ADVISORS, LLC

Name: PHOENIX ADVISORS, LLC — PHOENIX ADVISORS, LLC 401(K) PLAN, Form 5500 (2024)
Creator: PHOENIX ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

PHOENIX ADVISORS, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHOENIX ADVISORS, LLC.

Plan sponsor

Name

PHOENIX ADVISORS, LLC

EIN

20-1382044

Address

2000 WATER VIEW DRIVE · HAMILTON, NJ · 08691

Phone

(609) 291-0130

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-04-23

Filed

2025-11-10

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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