Original filing (PDF)20250818150953NAL0002353072001

Phase 2 Partners, LLC

Name: Phase 2 Partners, LLC — Phase 2 Partners, LLC Justin, Form 5500 (2024)
Creator: Phase 2 Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phase 2 Partners, LLC Justin and Michelle Hughes DBPP and Trust

Defined-benefit pension plan · Phase 2 Partners, LLC's Phase 2 Partners, LLC Justin and Michelle Hughes DBPP and Trust filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Rachael Clarke signed Phase 2 Partners, LLC's 2024 Form 5500 as plan administrator.

Rachael Clarke — 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

Phase 2 Partners, LLC's EIN is 38-4158214.

EIN 38-4158214

Plan number 005

Plan year 2024

ACK ID 20250818150953NAL0002353072001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phase 2 Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phase 2 Partners, LLC's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHASE 2 PARTNERS, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off