How big is Phoenix CPA'S & Consultants,LLC's plan?

Phoenix CPA'S & Consultants,LLC's plan reported $726K in assets and 3 participants for 2025.

Original filing (PDF)20260317130828NAL0005256994001

Phoenix CPA'S & Consultants,LLC

Name: Phoenix CPA'S & Consultants,LLC — Phoenix CPA'S &, Form 5500 (2025)
Creator: Phoenix CPA'S & Consultants,LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phoenix CPA'S & Consultants, LLC 401(k) Retirement Plan

401(k) retirement plan · Phoenix CPA'S & Consultants,LLC's Phoenix CPA'S & Consultants, LLC 401(k) Retirement Plan held $726K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$726K

Net assets (EOY)

$726K

Plan identifiers

Phoenix CPA'S & Consultants,LLC's EIN is 25-1778467.

EIN 25-1778467

Plan number 002

Plan year 2025

ACK ID 20260317130828NAL0005256994001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Phoenix CPA'S & Consultants,LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Phoenix CPA'S & Consultants,LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 CPA'S & CONSULTANTS,LLC.

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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