Back to filter
Original filing (PDF)20250610141052NAL0025727984001
PHOENIX INTERNATIONAL PUBLICATIONS, INC.
Form 5500-SF
FILING_RECEIVED
PHOENIX INTERNATIONAL PUBLICATIONS, INC. SAVINGS PLAN
401(k) retirement plan
Active participants
80
Accounts w/ balance
61
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHOENIX INTERNATIONAL PUBLICATIONS, INC..
Plan sponsor
Name
PHOENIX INTERNATIONAL PUBLICATIONS, INC.
EIN
47-1100568
Address
8501 WEST HIGGINS RD · 3RD FLOOR · CHICAGO, IL · 60631
Phone
(847) 329-4588
Industry
Information / Tech / Mediasee all
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
2025-06-10
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Information / Tech / Media plans
COOPER CONTAINER CORPORATION
COOPER CONTAINER CORPORATION
$5.2M · 65 participants
AMERICAN WRITERS & ARTISTS
AMERICAN WRITERS & ARTISTS 401(K) RETIREMENT PLAN
$5.2M · 24 participants
MCCARTY PRINTING CORPORATION
MCCARTY PRINTING CORP. SAVINGS AND RETIREMENT PLAN
$5.3M · 50 participants
STARFALL EDUCATION FOUNDATION
STARFALL EDUCATION FOUNDATION RETIREMENT PLAN
$5.1M · 30 participants
FIRST LEADERSHIP, INC.
FIRST LEADERSHIP, INC. C PLAN
$5.1M · 4 participants
MADTONE, INC.
MADTONE PROFIT SHARING/401K PLAN
$5.4M · 2 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B