How big is Phoenix Data, Inc.'s plan?

Phoenix Data, Inc.'s plan reported $1.0M in assets and 29 participants for 2024.

Original filing (PDF)20250527154716NAL0004099699001

Phoenix Data, Inc.

Name: Phoenix Data, Inc. — Phoenix Data Systems Retirement, Form 5500 (2024)
Creator: Phoenix Data, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phoenix Data Systems Retirement Plan

401(k) retirement plan · Phoenix Data, Inc.'s Phoenix Data Systems Retirement Plan held $1.0M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Phoenix Data, Inc.'s EIN is 38-2953142.

EIN 38-2953142

Plan number 001

Plan year 2024

ACK ID 20250527154716NAL0004099699001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Phoenix Data, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score