How big is PHI Delta Theta Foundation's plan?

PHI Delta Theta Foundation's plan reported $936K in assets and 8 participants for 2025.

Original filing (PDF)20260414125336NAL0023756930001

PHI Delta Theta Foundation

Name: PHI Delta Theta Foundation — PHI Delta Theta, Form 5500 (2025)
Creator: PHI Delta Theta Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PHI Delta Theta Foundation 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · PHI Delta Theta Foundation's PHI Delta Theta Foundation 401(k) Profit Sharing Plan & Trust held $936K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$936K

Net assets (EOY)

$936K

People on this filing

Sean Wagner signed PHI Delta Theta Foundation's 2025 Form 5500 as plan administrator.

Sean Wagner — 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

PHI Delta Theta Foundation's EIN is 34-6539803.

EIN 34-6539803

Plan number 002

Plan year 2025

ACK ID 20260414125336NAL0023756930001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for PHI Delta Theta Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

PHI Delta Theta Foundation'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 PHI DELTA THETA FOUNDATION.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

PHI DELTA THETA FOUNDATION

EIN

all filings

Address

2 S CAMPUS AVE · OXFORD, OH · 450561801

Phone

(513) 523-6345

Industry

Educational Services

Plan administrator