How big is Phase Associates LLC's plan?

Phase Associates LLC's plan reported $1.1M in assets and 20 participants for 2024.

Original filing (PDF)20250917175102NAL0000845568001

Phase Associates LLC

Name: Phase Associates LLC — Phase Associates LLC 401(k), Form 5500 (2024)
Creator: Phase Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phase Associates LLC 401(k) Plan

401(k) retirement plan · Phase Associates LLC's Phase Associates LLC 401(k) Plan held $1.1M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

TOBI Schwartz signed Phase Associates LLC's 2024 Form 5500 as plan administrator.

TOBI Schwartz — 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

Phase Associates LLC's EIN is 22-3508352.

EIN 22-3508352

Plan number 001

Plan year 2024

ACK ID 20250917175102NAL0000845568001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Phase Associates LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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