How big is Phoenix Funding Group LLC's plan?

Phoenix Funding Group LLC's plan reported $143K in assets and 2 participants for 2024.

Original filing (PDF)20250717154251NAL0000802768001

Phoenix Funding Group LLC

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

Form 5500-SF

FILING_RECEIVED

Phoenix Funding Group LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Phoenix Funding Group LLC's Phoenix Funding Group LLC 401(k) Profit Sharing Plan & Trust held $143K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$143K

Net assets (EOY)

$143K

People on this filing

GINA Synor signed Phoenix Funding Group LLC's 2024 Form 5500 as plan administrator.

GINA Synor — 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 Funding Group LLC's EIN is 38-3632648.

EIN 38-3632648

Plan number 001

Plan year 2024

ACK ID 20250717154251NAL0000802768001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Phoenix Funding Group 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 FUNDING GROUP 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