Back to filter
Original filing (PDF)20250908160815NAL0032879504001
PHOENIX PRINTING INC
Form 5500-SF
FILING_RECEIVED
PHOENIX PRINTING 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
14
Accounts w/ balance
14
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHOENIX PRINTING INC.
Plan sponsor
Name
PHOENIX PRINTING INC
EIN
33-1004213
Address
2227 BOWEN STREET · OSHKOSH, WI · 54901
Phone
(920) 303-0975
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Manufacturing plans
WESTERN SHIELD ACQUISITIONS, LLC
WESTERN SHIELD ACQUISITIONS, LLC 401(K) PROFIT SHARING PLAN
$2.8M · 115 participants
WELLS PRINT & DIGITAL SERVICES, INC
EMPLOYEE BENEFIT PLAN OF WELLS PRINT & DIGITAL SERVICES, INC.
$2.8M · 12 participants
CAM PRINT INC.
CAM PRINT INC. 401K PLAN
$2.8M · 10 participants
CHUP CORP
COLOR DIGIT 401(K) PLAN
$2.8M · 49 participants
BARTON & COONEY LLC
BARTON & COONEY 401(K) PLAN
$2.7M · 29 participants
G&F GRAPHIC SERVICES, INC.
INSERTS EAST, INC. 401(K) PROFIT SHARING PLAN
$2.7M · 181 participants
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B