How big is PI BETA PHI Foundation's plan?

PI BETA PHI Foundation's plan reported $988K in assets and 10 participants for 2025.

Original filing (PDF)20260417105500NAL0019256753001

PI BETA PHI Foundation

Name: PI BETA PHI Foundation — PI BETA PHI Foundation, Form 5500 (2025)
Creator: PI BETA PHI Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PI BETA PHI Foundation 401(k) Plan

401(k) retirement plan · PI BETA PHI Foundation's PI BETA PHI Foundation 401(k) Plan held $988K in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$988K

Net assets (EOY)

$988K

People on this filing

KIM Sherman signed PI BETA PHI Foundation's 2025 Form 5500 as plan administrator.

KIM Sherman — 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

PI BETA PHI Foundation's EIN is 43-1542735.

EIN 43-1542735

Plan number 002

Plan year 2025

ACK ID 20260417105500NAL0019256753001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for PI BETA PHI Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

PI BETA PHI Foundation'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 PI BETA PHI FOUNDATION.

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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