Back to filter
Original filing (PDF)20251015170304NAL0005485281001
PHOENIX OVERSIGHT GROUP
Form 5500
FILING_RECEIVED
PHOENIX OVERSIGHT GROUP 401(K) PLAN
401(k) retirement plan
Active participants
73
Accounts w/ balance
144
Plan assets (EOY)
$7.6M
Net assets (EOY)
$7.6M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 69 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHOENIX OVERSIGHT GROUP.
Plan sponsor
Name
PHOENIX OVERSIGHT GROUP
EIN
47-4541679
Address
4913 16TH RD. N. · ARLINGTON, VA · 22207
Phone
(571) 641-6596
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BELFINT-LYONS-SHUMAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING INC | 43-1270780 | — | N/A | $37K | — |
| AT RETIREMENT SERVICES, LLC | 83-3455979 | — | N/A | $16K | — |
Investments
27 direct securities· $7.4M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Inv Mutual Fund | — | — | — | $1.5M | 20.3% | |
| Vanguard Target Retirement 2040 Inv Mutual Fund | — | — | — | $1.2M | 15.4% | |
| iShares S&P 500 Index K Mutual Fund | — | — | — | $1.1M | 14.7% | |
| Fidelity® Large Cap Growth Idx Instl Prm Mutual Fund | — | — | — | $558K | 7.4% | |
| Vanguard Target Retirement 2035 Inv Mutual Fund | — | — | — | $428K | 5.7% | |
| Vanguard Target Retirement 2050 Inv Mutual Fund | — | — | — | $332K | 4.4% | |
| Vanguard Target Retirement 2025 Inv Mutual Fund | — | — | — | $270K | 3.6% | |
| Vanguard Developed Market Idx Adm Mutual Fund | — | — | — | $240K | 3.2% | |
| Fidelity® Large Cap Value Index Prm Inst Mutual Fund | — | — | — | $194K | 2.6% | |
| Vanguard Emerging Mkts Stock Idx Adm Mutual Fund | — | — | — | $176K | 2.3% | |
| Vanguard Target Retirement 2030 Inv Mutual Fund | — | — | — | $164K | 2.2% | |
| Vanguard Small Cap Index Adm Mutual Fund | — | — | — | $145K | 1.9% | |
| Vanguard Mid Cap Index Adm Mutual Fund | — | — | — | $137K | 1.8% | |
| Vanguard Target Retirement 2055 Inv Mutual Fund | — | — | — | $127K | 1.7% | |
| Vanguard Real Estate Index Admiral Mutual Fund | — | — | — | $119K | 1.6% | |
| DFA Inflation Protected Securities I Mutual Fund | — | — | — | $114K | 1.5% | |
| Third-Party FDIC Insured Dep Acct Interest Bearing Cash | — | — | — | $104K | 1.4% | |
| Fidelity® Mid Cap Growth Index Mutual Fund | — | — | — | $90K | 1.2% | |
| Vanguard Target Retirement 2060 Inv Mutual Fund | — | — | — | $89K | 1.2% | |
| Fidelity® Small Cap Value Index Mutual Fund | — | — | — | $83K | 1.1% | |
| Vanguard FTSE All-Wld ex-US SmCp Idx Adm Mutual Fund | — | — | — | $53K | 0.7% | |
| Vanguard Target Retirement 2065 Inv Mutual Fund | — | — | — | $52K | 0.7% | |
| Fidelity® Small Cap Growth Index Mutual Fund | — | — | — | $35K | 0.5% | |
| Vanguard Target Retirement 2020 Inv Mutual Fund | — | — | — | $31K | 0.4% | |
| interest, collateral, par, or maturity value DFA Intermediate Govt Fixed Income I Mutual Fund | — | — | — | $30K | 0.4% | |
| Fidelity® Mid Cap Value Index Mutual Fund | — | — | — | $19K | 0.3% | |
| Vanguard Target Retirement Income Inv Mutual Fund | — | — | — | $13K | 0.2% |
Related plans
Other plans using CREATIVE PLANNING INC
APPLE INC.
APPLE 401(K) PLAN
$24.7B · 101,217 participants
DELTA AIR LINES, INC.
DELTA 401(K) RETIREMENT PLAN
$19.0B · 89,993 participants
UNITED AIRLINES, INC.
UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN
$16.8B · 17,444 participants
DELTA AIR LINES, INC.
DELTA 401(K) RETIREMENT PLAN FOR PILOTS
$15.9B · 14,981 participants
SOUTHWEST AIRLINES COMPANY
SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN
$11.6B · 11,679 participants
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
Similar-size All Other Professional Services plans
PHASE 2 DEVELOPMENT, INC
PHASE 2 DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN
$7.5M · 79 participants
RPI GROUP, INC.
RPI GROUP, INC. 401(K) P/S PLAN
$7.5M · 70 participants
GRANT, MILLMAN & JOHNSON P.C.
GRANT, MILLMAN & JOHNSON P.C. 401(K) PSP AND TRUST
$7.5M · 28 participants
THE DIFFERENCE A2C, LLC
THE DIFFERENCE 401(K) RETIREMENT PLAN
$7.5M · 24 participants
EARTHLIGHT TECHNOLOGIES LLC
EARTHLIGHT TECHNOLOGIES LLC 401K PLAN
$7.5M · 137 participants
ADANCED ORTHOPRO INC
ADVANCED ORTHOPRO INC 401(K) PROFIT SHARING PLAN & TRUST
$7.6M
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B