How big is Phoenix Investment Adviser LLC's plan?

Phoenix Investment Adviser LLC's plan reported $3.2M in assets and 9 participants for 2024.

Original filing (PDF)20250806091134NAL0002647553001

Phoenix Investment Adviser LLC

Name: Phoenix Investment Adviser LLC — Phoenix Investment, Form 5500 (2024)
Creator: Phoenix Investment Adviser LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phoenix Investment Adviser LLC Employees Savings Trust

401(k) retirement plan · Phoenix Investment Adviser LLC's Phoenix Investment Adviser LLC Employees Savings Trust held $3.2M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Robert Youree signed Phoenix Investment Adviser LLC's 2024 Form 5500 as plan administrator.

Robert Youree — 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 Investment Adviser LLC's EIN is 36-4581843.

EIN 36-4581843

Plan number 001

Plan year 2024

ACK ID 20250806091134NAL0002647553001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phoenix Investment Adviser LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phoenix Investment Adviser LLC'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 PHOENIX INVESTMENT ADVISER LLC.

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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