How big is Phoenix Specialty Inc.'s plan?

Phoenix Specialty Inc.'s plan reported $7.0M in assets and 37 participants for 2025.

Original filing (PDF)20260410075047NAL0015782163001

Phoenix Specialty Inc.

Name: Phoenix Specialty Inc. — Phoenix Specialty, Inc., Form 5500 (2025)
Creator: Phoenix Specialty Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phoenix Specialty, Inc. 401(k) Plan

401(k) retirement plan · Phoenix Specialty Inc.'s Phoenix Specialty, Inc. 401(k) Plan held $7.0M in plan assets for 37 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

People on this filing

John GLUD signed Phoenix Specialty Inc.'s 2025 Form 5500 as plan administrator.

John GLUD — 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 Specialty Inc.'s EIN is 34-1825021.

EIN 34-1825021

Plan number 002

Plan year 2025

ACK ID 20260410075047NAL0015782163001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Phoenix Specialty Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

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

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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