How big is Phoenix Special Risk, Inc.'s plan?

Phoenix Special Risk, Inc.'s plan reported $71K in assets and 1 participants for 2025.

Original filing (PDF)20260407125220NAL0007456705001

Phoenix Special Risk, Inc.

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

Form 5500-SF

FILING_RECEIVED

Phoenix Special Risk, Inc. Profit Sharing Plan

Defined-contribution retirement plan · Phoenix Special Risk, Inc.'s Phoenix Special Risk, Inc. Profit Sharing Plan held $71K in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$71K

Net assets (EOY)

$71K

People on this filing

Robert Heatherley signed Phoenix Special Risk, Inc.'s 2025 Form 5500 as plan administrator.

Robert Heatherley — 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 Special Risk, Inc.'s EIN is 58-1499494.

EIN 58-1499494

Plan number 001

Plan year 2025

ACK ID 20260407125220NAL0007456705001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Phoenix Special Risk, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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 (94th percentile).

Plan sponsor

Name

PHOENIX SPECIAL RISK, INC.

EIN

all filings

Address

7382 SEVILLE DRIVE · MYRTLE BEACH, SC · 295728024

Phone

(843) 516-2466

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator