How big is Phoenix Group, LLC's plan?

Phoenix Group, LLC's plan reported $1.7M in assets and 7 participants for 2025.

Original filing (PDF)20260520165024NAL0002126480001

Phoenix Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Phoenix Group, LLC Profit Sharing Plan

Defined-contribution retirement plan · Phoenix Group, LLC's Phoenix Group, LLC Profit Sharing Plan held $1.7M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Phoenix Group, LLC's EIN is 36-4532886.

EIN 36-4532886

Plan number 002

Plan year 2025

ACK ID 20260520165024NAL0002126480001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Phoenix Group, LLC's plan includes profit-sharing.

Decision-maker contacts

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

Finding similar companies…

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 (87th percentile).

Plan sponsor

Name

PHOENIX GROUP, LLC

EIN

all filings

Address

1401 S BERETANIA ST STE 590 · HONOLULU, HI · 968141871

Phone

(808) 597-8835

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator