How big is PHS West LLC's plan?

PHS West LLC's plan reported $1.1M in assets and 86 participants for 2022.

Original filing (PDF)20230725142007NAL0005157043001

PHS West LLC

Name: PHS West LLC — PHS West, Inc. 401(k) Plan, Form 5500 (2022)
Creator: PHS West LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PHS West, Inc. 401(k) Plan

401(k) retirement plan · PHS West LLC's PHS West, Inc. 401(k) Plan held $1.1M in plan assets for 86 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

LENA Melton signed PHS West LLC's 2022 Form 5500 as plan administrator.

LENA Melton — 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

PHS West LLC's EIN is 41-1823862.

EIN 41-1823862

Plan number 001

Plan year 2022

ACK ID 20230725142007NAL0005157043001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for PHS West LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

PHS West 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 PHS WEST LLC.

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

PHS WEST LLC

EIN

all filings

Address

6704 BLECK DR · ROCKFORD, MN · 55373

Phone

(704) 847-2464

Industry

Wholesale Trade

Plan administrator

Name

SUNNEX US HOLDINGS INC

EIN

20-8688528

City

CHARLOTTE, NC

Phone

(704) 847-2464

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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