How big is S Louise Phanstiel's plan?

S Louise Phanstiel's plan reported $238K in assets and 3 participants for 2025.

Original filing (PDF)20260519080124NAL0001373186001

S Louise Phanstiel

Name: S Louise Phanstiel — S Louise Phanstiel 401(k) Plan, Form 5500 (2025)
Creator: S Louise Phanstiel
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

S Louise Phanstiel 401(k) Plan

401(k) retirement plan · S Louise Phanstiel's S Louise Phanstiel 401(k) Plan held $238K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$238K

Net assets (EOY)

$238K

People on this filing

Jennifer Adams signed S Louise Phanstiel's 2025 Form 5500 as plan administrator.

Jennifer Adams — 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

S Louise Phanstiel's EIN is 33-1056934.

EIN 33-1056934

Plan number 001

Plan year 2025

ACK ID 20260519080124NAL0001373186001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for S Louise Phanstiel from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

S Louise Phanstiel'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 S LOUISE PHANSTIEL.

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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

Knocking points off