How big is Phoenix Venture Partners' plan?

Phoenix Venture Partners' plan reported $3.4M in assets and 6 participants for 2024.

Original filing (PDF)20250603190105NAL0029083218001

Phoenix Venture Partners

Name: Phoenix Venture Partners — Phoenix Venture Partners, Form 5500 (2024)
Creator: Phoenix Venture Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phoenix Venture Partners 401(k) Plan

401(k) retirement plan · Phoenix Venture Partners' Phoenix Venture Partners 401(k) Plan held $3.4M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

Jennifer WANG signed Phoenix Venture Partners' 2024 Form 5500 as plan administrator.

Jennifer WANG — 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 Venture Partners' EIN is 32-0314122.

EIN 32-0314122

Plan number 001

Plan year 2024

ACK ID 20250603190105NAL0029083218001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phoenix Venture Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phoenix Venture Partners' 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 VENTURE PARTNERS.

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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