How big is The Fraternity of PHI Gamma Delta's plan?

The Fraternity of PHI Gamma Delta's plan reported $1.7M in assets and 17 participants for 2024.

Original filing (PDF)20260224155606NAL0003444496001

The Fraternity of PHI Gamma Delta

Name: The Fraternity of PHI Gamma Delta — The Fraternity, Form 5500 (2024)
Creator: The Fraternity of PHI Gamma Delta
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Fraternity of PHI Gamma Delta 401(k) Retirement Savings Plan

401(k) retirement plan · The Fraternity of PHI Gamma Delta's The Fraternity of PHI Gamma Delta 401(k) Retirement Savings Plan held $1.7M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

William T Shier signed The Fraternity of PHI Gamma Delta's 2024 Form 5500 as plan administrator.

William T Shier — 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

The Fraternity of PHI Gamma Delta's EIN is 53-0125862.

EIN 53-0125862

Plan number 002

Plan year 2024

ACK ID 20260224155606NAL0003444496001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Fraternity of PHI Gamma Delta from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Fraternity of PHI Gamma Delta's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE FRATERNITY OF PHI GAMMA DELTA.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

THE FRATERNITY OF PHI GAMMA DELTA

EIN

all filings

Address

1201 RED MILE ROAD · LEXINGTON, KY · 40504

Phone

(859) 255-1848

Industry

Other Services (ex. Public Admin)

Plan administrator