How big is Phoenix Innovations LLC's plan?

Phoenix Innovations LLC's plan reported $674K in assets and 26 participants for 2024.

Original filing (PDF)20250916073912NAL0004532834001

Phoenix Innovations LLC

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

Form 5500-SF

FILING_RECEIVED

Phoenix Innovations LLC 401(k) Plan

401(k) retirement plan · Phoenix Innovations LLC's Phoenix Innovations LLC 401(k) Plan held $674K in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$674K

Net assets (EOY)

$674K

People on this filing

Lynn Holly signed Phoenix Innovations LLC's 2024 Form 5500 as plan administrator.

Lynn Holly — 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 Innovations LLC's EIN is 61-1794096.

EIN 61-1794096

Plan number 001

Plan year 2024

ACK ID 20250916073912NAL0004532834001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Phoenix Innovations LLC'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 PHOENIX INNOVATIONS LLC.

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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