How big is Phase Four Inc.'s plan?

Phase Four Inc.'s plan reported $1.1M in assets and 25 participants for 2024.

Original filing (PDF)20250505220126NAL0006273619030

Phase Four Inc.

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

Form 5500-SF

FILING_RECEIVED

Phase Four 401(k) Plan

401(k) retirement plan · Phase Four Inc.'s Phase Four 401(k) Plan held $1.1M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Phase Four Inc.'s EIN is 47-3122544.

EIN 47-3122544

Plan number 001

Plan year 2024

ACK ID 20250505220126NAL0006273619030

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Phase Four 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 PHASE FOUR 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