Original filing (PDF)20250624091838NAL0017148514001

PHOENIX DIVERSIFIED GROUP, INC.

Name: PHOENIX DIVERSIFIED GROUP, INC. — EMPLOYEES' 401(K) PLAN OF PHOENIX DIV. GROUP, Form 5500 (2024)
Creator: PHOENIX DIVERSIFIED GROUP, INC.

Form 5500-SF

FILING_RECEIVED

EMPLOYEES' 401(K) PLAN OF PHOENIX DIV. GROUP

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$514K

Net assets (EOY)

$514K

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 (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHOENIX DIVERSIFIED GROUP, INC..

Plan sponsor

Name

PHOENIX DIVERSIFIED GROUP, INC.

EIN

32-0038859

Address

P.O BOX 10781 · 31 BARBARA DRIVE · FAIRFIELD, NJ · 07004

Phone

(973) 575-4770

Industry