How big is Passive House Institute US, Inc.'s plan?

Passive House Institute US, Inc.'s plan reported $996K in assets and 19 participants for 2024.

Original filing (PDF)20250709123030NAL0008083744001

Passive House Institute US, Inc.

Name: Passive House Institute US, Inc. — Phius 403(b), Form 5500 (2024)
Creator: Passive House Institute US, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phius 403(b) Retirement Plan

403(b) retirement plan · Passive House Institute US, Inc.'s Phius 403(b) Retirement Plan held $996K in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$996K

Net assets (EOY)

$996K

People on this filing

LISA White signed Passive House Institute US, Inc.'s 2024 Form 5500 as plan administrator.

LISA White — 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

Passive House Institute US, Inc.'s EIN is 30-0211695.

EIN 30-0211695

Plan number 001

Plan year 2024

ACK ID 20250709123030NAL0008083744001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Passive House Institute US, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Passive House Institute US, Inc.'s plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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

Knocking points off