How big is PHD Financial LLC's plan?

PHD Financial LLC's plan reported $435K in assets and 4 participants for 2024.

Original filing (PDF)20250530070447NAL0005094195001

PHD Financial LLC

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

Form 5500-SF

FILING_RECEIVED

PHD Financial 401(k) Plan

401(k) retirement plan · PHD Financial LLC's PHD Financial 401(k) Plan held $435K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$435K

Net assets (EOY)

$435K

People on this filing

Paul Darrow signed PHD Financial LLC's 2024 Form 5500 as plan administrator.

Paul Darrow — 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

PHD Financial LLC's EIN is 45-4931493.

EIN 45-4931493

Plan number 001

Plan year 2024

ACK ID 20250530070447NAL0005094195001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

PHD Financial 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 PHD FINANCIAL 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