How big is Phoenix Technology Group's plan?

Phoenix Technology Group's plan reported $190K in assets and 10 participants for 2024.

Original filing (PDF)20250806113016NAL0008249410001

Phoenix Technology Group

Name: Phoenix Technology Group — Phoenix Technology Group, Form 5500 (2024)
Creator: Phoenix Technology Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phoenix Technology Group 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Phoenix Technology Group's Phoenix Technology Group 401(k) Profit Sharing Plan & Trust held $190K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$190K

Net assets (EOY)

$190K

People on this filing

Ward Thorne signed Phoenix Technology Group's 2024 Form 5500 as plan administrator.

Ward Thorne — 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

Phoenix Technology Group's EIN is 46-1523827.

EIN 46-1523827

Plan number 001

Plan year 2024

ACK ID 20250806113016NAL0008249410001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phoenix Technology Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phoenix Technology Group'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 PHOENIX TECHNOLOGY GROUP.

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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

Knocking points off