How big is Phase II Systems' plan?

Phase II Systems' plan reported $32.6M in assets and 66 participants for 2024.

Original filing (PDF)20250925164233NAL0009962320001

Phase II Systems

Name: Phase II Systems — Phase II Systems Profit Sharing, Form 5500 (2024)
Creator: Phase II Systems
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phase II Systems Profit Sharing Plan

401(k) retirement plan · Phase II Systems' Phase II Systems Profit Sharing Plan held $32.6M in plan assets for 66 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$32.6M

Net assets (EOY)

$32.6M

People on this filing

Emilie Amigliore signed Phase II Systems' 2024 Form 5500 as plan administrator.

Emilie Amigliore — 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

Phase II Systems' EIN is 33-0542454.

EIN 33-0542454

Plan number 003

Plan year 2024

ACK ID 20250925164233NAL0009962320001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phase II Systems from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phase II Systems' plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHASE II SYSTEMS.

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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