How big is PH Financial Services, LLC's plan?

PH Financial Services, LLC's plan reported $412K in assets and 106 participants for 2024.

Original filing (PDF)20251015163415NAL0002639187001

PH Financial Services, LLC

Name: PH Financial Services, LLC — PH Financial Services, Form 5500 (2024)
Creator: PH Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PH Financial Services, LLC 401(k) Plan

401(k) retirement plan · PH Financial Services, LLC's PH Financial Services, LLC 401(k) Plan held $412K in plan assets for 106 participants in 2024.

Active participants

106

Accounts w/ balance

108

Plan assets (EOY)

$412K

Net assets (EOY)

$412K

Plan identifiers

PH Financial Services, LLC's EIN is 35-2428965.

EIN 35-2428965

Plan number 001

Plan year 2024

ACK ID 20251015163415NAL0002639187001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for PH Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

PH Financial Services, LLC's plan includes profit-sharing, a 401(k) feature, 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 PH FINANCIAL SERVICES, LLC.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off