How big is Phoenix Programs of Florida, Inc.'s plan?

Phoenix Programs of Florida, Inc.'s plan reported $1.4M in assets and 48 participants for 2024.

Original filing (PDF)20250605150044NAL0009238963001

Phoenix Programs of Florida, Inc.

Name: Phoenix Programs of Florida, Inc. — Phoenix Programs, Form 5500 (2024)
Creator: Phoenix Programs of Florida, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phoenix Programs of Florida, Inc. 403(b) Plan

403(b) retirement plan · Phoenix Programs of Florida, Inc.'s Phoenix Programs of Florida, Inc. 403(b) Plan held $1.4M in plan assets for 48 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Maria Alvarez signed Phoenix Programs of Florida, Inc.'s 2024 Form 5500 as plan administrator.

Maria Alvarez — 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 Programs of Florida, Inc.'s EIN is 59-3172948.

EIN 59-3172948

Plan number 001

Plan year 2024

ACK ID 20250605150044NAL0009238963001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phoenix Programs of Florida, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phoenix Programs of Florida, Inc.'s plan includes 403(b) custodial accounts, 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 PHOENIX PROGRAMS OF FLORIDA, INC..

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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 (90th percentile).

Plan sponsor

Name

PHOENIX PROGRAMS OF FLORIDA, INC.

EIN

all filings

Address

510 VONDERBURG DRIVE · STE 301 · BRANDON, FL · 33511

Phone

(813) 881-1000

Industry

Health Care & Social Assistance

Plan administrator