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PHOENIX RESIDENTIAL SERVICES, INC. — TAX DEFERRED ANNUITY PLAN OF PHOENIX RESIDENTIAL SERVICES, INC., Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250728104235NAL0003080002001
PHOENIX RESIDENTIAL SERVICES, INC.
Form 5500-SF
FILING_RECEIVED
TAX DEFERRED ANNUITY PLAN OF PHOENIX RESIDENTIAL SERVICES, INC.
401(k) retirement plan
Active participants
15
Accounts w/ balance
17
Plan assets (EOY)
$982K
Net assets (EOY)
$982K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PHOENIX RESIDENTIAL SERVICES, INC.
.
Find decision makers
Plan sponsor
Name
PHOENIX RESIDENTIAL SERVICES, INC.
EIN
38-2681160
Address
102 FRANKLIN BLVD · PONTIAC, MI · 483411706
Phone
(248) 332-0607
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-28
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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