How big is Phoenix Oversight Group's plan?

Phoenix Oversight Group's plan reported $7.6M in assets and 73 participants for 2024.

Original filing (PDF)20251015170304NAL0005485281001

Phoenix Oversight Group

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

Form 5500

FILING_RECEIVED

Phoenix Oversight Group 401(k) Plan

401(k) retirement plan · Phoenix Oversight Group's Phoenix Oversight Group 401(k) Plan held $7.6M in plan assets for 73 participants in 2024.

Active participants

Accounts w/ balance

144

Plan assets (EOY)

$7.6M

Net assets (EOY)

$7.6M

People on this filing

Michael Vanderford signed Phoenix Oversight Group's 2024 Form 5500 as plan administrator.

Michael Vanderford — 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 Oversight Group's EIN is 47-4541679.

EIN 47-4541679

Plan number 001

Plan year 2024

ACK ID 20251015170304NAL0005485281001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Phoenix Oversight Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHOENIX OVERSIGHT GROUP.

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How this plan invests

This plan

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

PHOENIX OVERSIGHT GROUP

EIN

all filings

Address

4913 16TH RD. N. · ARLINGTON, VA · 22207

Phone

(571) 641-6596

Industry

All Other Professional Services· Professional & Technical Services

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

Service providers (Schedule C)

2 rows

Other service providers

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

26 direct securities· $7.4M(98% of reported assets)

Mutual Funds

$5.1M

20 holdings

Common Collective Trusts

$2.1M

5 holdings

Cash / Money Market

$104K

1 holding

					% of plan
Vanguard Target Retirement 2045 Inv Mutual Fund	Mutual Funds	—	—	$1.5M	20.3%
Vanguard Target Retirement 2040 Inv Mutual Fund	Mutual Funds	—	—	$1.2M	15.4%
iShares S&P 500 Index K Mutual Fund	Common Collective Trusts	—	—	$1.1M	14.7%
Fidelity® Large Cap Growth Idx Instl Prm Mutual Fund	Common Collective Trusts	—	—	$558K	7.4%
Vanguard Target Retirement 2035 Inv Mutual Fund	Mutual Funds	—	—	$428K	5.7%
Vanguard Target Retirement 2050 Inv Mutual Fund	Mutual Funds	—	—	$332K	4.4%
Vanguard Target Retirement 2025 Inv Mutual Fund	Mutual Funds	—	—	$270K	3.6%
Vanguard Developed Market Idx Adm Mutual Fund	Common Collective Trusts	—	—	$240K	3.2%
Fidelity® Large Cap Value Index Prm Inst Mutual Fund	Mutual Funds	—	—	$194K	2.6%
Vanguard Emerging Mkts Stock Idx Adm Mutual Fund	Common Collective Trusts	—	—	$176K	2.3%
Vanguard Target Retirement 2030 Inv Mutual Fund	Mutual Funds	—	—	$164K	2.2%
Vanguard Small Cap Index Adm Mutual Fund	Mutual Funds	—	—	$145K	1.9%
Vanguard Mid Cap Index Adm Mutual Fund	Mutual Funds	—	—	$137K	1.8%
Vanguard Target Retirement 2055 Inv Mutual Fund	Mutual Funds	—	—	$127K	1.7%
Vanguard Real Estate Index Admiral Mutual Fund	Mutual Funds	—	—	$119K	1.6%
DFA Inflation Protected Securities I Mutual Fund	Mutual Funds	—	—	$114K	1.5%
Third-Party FDIC Insured Dep Acct Interest Bearing Cash	Cash / Money Market	—	—	$104K	1.4%
Fidelity® Mid Cap Growth Index Mutual Fund	Mutual Funds	—	—	$90K	1.2%
Vanguard Target Retirement 2060 Inv Mutual Fund	Mutual Funds	—	—	$89K	1.2%
Fidelity® Small Cap Value Index Mutual Fund	Mutual Funds	—	—	$83K	1.1%
Vanguard FTSE All-Wld ex-US SmCp Idx Adm Mutual Fund	Common Collective Trusts	—	—	$53K	0.7%
Vanguard Target Retirement 2065 Inv Mutual Fund	Mutual Funds	—	—	$52K	0.7%
Fidelity® Small Cap Growth Index Mutual Fund	Mutual Funds	—	—	$35K	0.5%
Vanguard Target Retirement 2020 Inv Mutual Fund	Mutual Funds	—	—	$31K	0.4%
Fidelity® Mid Cap Value Index Mutual Fund	Mutual Funds	—	—	$19K	0.3%
Vanguard Target Retirement Income Inv Mutual Fund	Mutual Funds	—	—	$13K	0.2%