How big is Phoenix Innovation Inc.'s plan?

Phoenix Innovation Inc.'s plan reported $499K in assets and 9 participants for 2025.

Original filing (PDF)20260518170102NAL0000438688001

Phoenix Innovation Inc.

Name: Phoenix Innovation Inc. — Phoenix Innovation Inc., Form 5500 (2025)
Creator: Phoenix Innovation Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phoenix Innovation Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Phoenix Innovation Inc.'s Phoenix Innovation Inc. 401(k) Profit Sharing Plan & Trust held $499K in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$499K

Net assets (EOY)

$499K

People on this filing

Jennifer Seals Clark signed Phoenix Innovation Inc.'s 2025 Form 5500 as plan administrator.

Jennifer Seals Clark — 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 Innovation Inc.'s EIN is 47-1469954.

EIN 47-1469954

Plan number 001

Plan year 2025

ACK ID 20260518170102NAL0000438688001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Phoenix Innovation Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Phoenix Innovation Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 INNOVATION INC.

Finding similar companies…

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