How big is Alpha Sigma PHI Educational Foundation's plan?

Alpha Sigma PHI Educational Foundation's plan reported $2.0M in assets and 22 participants for 2023.

Original filing (PDF)20240924122125NAL0012768113001

Alpha Sigma PHI Educational Foundation

Name: Alpha Sigma PHI Educational Foundation — Form 5500 Plan 001 (2023)
Creator: Alpha Sigma PHI Educational Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Alpha SIG ED. Found. 401(k) Plan

401(k) retirement plan · Alpha Sigma PHI Educational Foundation's Alpha SIG ED. Found. 401(k) Plan held $2.0M in plan assets for 22 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Anthony Warren signed Alpha Sigma PHI Educational Foundation's 2023 Form 5500 as plan administrator.

Anthony Warren — 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

Alpha Sigma PHI Educational Foundation's EIN is 31-6039945.

EIN 31-6039945

Plan number 001

Plan year 2023

ACK ID 20240924122125NAL0012768113001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Alpha Sigma PHI Educational Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Alpha Sigma PHI Educational Foundation'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 ALPHA SIGMA PHI EDUCATIONAL FOUNDATION.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

ALPHA SIGMA PHI EDUCATIONAL FOUNDATION

EIN

all filings

Address

710 ADAMS STREET · CARMEL, IN · 460327541

Phone

(317) 843-1911

Industry

Educational Services

Plan administrator