How big is Phoenix Innovate's plan?

Phoenix Innovate's plan reported $7.7M in assets and 169 participants for 2024.

Original filing (PDF)20251015093831NAL0005682288001

Phoenix Innovate

Name: Phoenix Innovate — Phoenix Innovate 401(k) Plan, Form 5500 (2024)
Creator: Phoenix Innovate
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phoenix Innovate 401(k) Plan

401(k) retirement plan · Phoenix Innovate's Phoenix Innovate 401(k) Plan held $7.7M in plan assets for 169 participants in 2024.

Signals · 1

No auditor on file

Active participants

169

Accounts w/ balance

138

Plan assets (EOY)

$7.7M

Net assets (EOY)

$7.7M

People on this filing

Matt Mahalak signed Phoenix Innovate's 2024 Form 5500 as plan administrator.

Matt Mahalak — 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 Innovate's EIN is 38-2713456.

EIN 38-2713456

Plan number 001

Plan year 2024

ACK ID 20251015093831NAL0005682288001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Phoenix Innovate'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 INNOVATE.

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Plan health score

Average plan with room to improve

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

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score