How big is Team PHUN LLC's plan?

Team PHUN LLC's plan reported $359K in assets and 11 participants for 2024.

Original filing (PDF)20250718150447NAL0002854464001

Team PHUN LLC

Name: Team PHUN LLC — Team PHUN 401(k) Plan, Form 5500 (2024)
Creator: Team PHUN LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Team PHUN 401(k) Plan

401(k) retirement plan · Team PHUN LLC's Team PHUN 401(k) Plan held $359K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$359K

Net assets (EOY)

$359K

People on this filing

Marcus Bowie signed Team PHUN LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Team PHUN LLC's EIN is 45-4185885.

EIN 45-4185885

Plan number 001

Plan year 2024

ACK ID 20250718150447NAL0002854464001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Team PHUN 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 TEAM PHUN 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

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

Plan sponsor

Name

TEAM PHUN LLC

EIN

all filings

Address

5026 CASS ST., SUITE B · SAN DIEGO, CA · 92109

Phone

(858) 598-5563

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

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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