How big is Phase Technologies, LLC's plan?

Phase Technologies, LLC's plan reported $1.3M in assets and 97 participants for 2024.

Original filing (PDF)20250721114743NAL0001161265001

Phase Technologies, LLC

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

Form 5500-SF

FILING_RECEIVED

Phase Technologies 401(k) Plan

401(k) retirement plan · Phase Technologies, LLC's Phase Technologies 401(k) Plan held $1.3M in plan assets for 97 participants in 2024.

Active participants

Accounts w/ balance

120

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Shiloh Macnally signed Phase Technologies, LLC's 2024 Form 5500 as plan administrator.

Shiloh Macnally — 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 Technologies, LLC's EIN is 46-0452572.

EIN 46-0452572

Plan number 001

Plan year 2024

ACK ID 20250721114743NAL0001161265001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Phase Technologies, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHASE TECHNOLOGIES, LLC.

Finding similar companies…

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

Helping the score