How big is CHI PHI Educational Trust's plan?

CHI PHI Educational Trust's plan reported $12K in assets and 4 participants for 2024.

Original filing (PDF)20250712083411NAL0019019346001

CHI PHI Educational Trust

Name: CHI PHI Educational Trust — CHI PHI Educational, Form 5500 (2024)
Creator: CHI PHI Educational Trust
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CHI PHI Educational Trust 401(k) Plan

401(k) retirement plan · CHI PHI Educational Trust's CHI PHI Educational Trust 401(k) Plan held $12K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12K

Net assets (EOY)

$12K

People on this filing

Janice Whitten signed CHI PHI Educational Trust's 2024 Form 5500 as plan administrator.

Janice Whitten — 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

CHI PHI Educational Trust's EIN is 58-6035103.

EIN 58-6035103

Plan number 001

Plan year 2024

ACK ID 20250712083411NAL0019019346001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CHI PHI Educational Trust from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CHI PHI Educational Trust's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHI PHI EDUCATIONAL TRUST.

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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. 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