How big is Phoenix BULK Carriersus, LLC's plan?

Phoenix BULK Carriersus, LLC's plan reported $14.1M in assets and 138 participants for 2025.

Original filing (PDF)20260518063050NAL0011213985001

Phoenix BULK Carriersus, LLC

Name: Phoenix BULK Carriersus, LLC — Phoenix BULK Carriers, Form 5500 (2025)
Creator: Phoenix BULK Carriersus, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phoenix BULK Carriers (US), LLC 401(k) Plan

401(k) retirement plan · Phoenix BULK Carriersus, LLC's Phoenix BULK Carriers (US), LLC 401(k) Plan held $14.1M in plan assets for 138 participants in 2025.

Signals · 1

No auditor on file

Active participants

138

Accounts w/ balance

Plan assets (EOY)

$14.1M

Net assets (EOY)

$14.1M

People on this filing

Jim Miller signed Phoenix BULK Carriersus, LLC's 2025 Form 5500 as plan administrator.

Jim Miller — 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 BULK Carriersus, LLC's EIN is 26-2993170.

EIN 26-2993170

Plan number 001

Plan year 2025

ACK ID 20260518063050NAL0011213985001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Phoenix BULK Carriersus, LLC'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 PHOENIX BULK CARRIERSUS, LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Helping the score