How big is PHL, Inc.'s plan?

PHL, Inc.'s plan reported $1.1M in assets and 26 participants for 2024.

Original filing (PDF)20251013192540NAL0002637776001

PHL, Inc.

Name: PHL, Inc. — PHL, Inc. 401(k) Plan, Form 5500 (2024)
Creator: PHL, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PHL, Inc. 401(k) Plan

401(k) retirement plan · PHL, Inc.'s PHL, Inc. 401(k) Plan held $1.1M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

PHL, Inc.'s EIN is 62-1810456.

EIN 62-1810456

Plan number 001

Plan year 2024

ACK ID 20251013192540NAL0002637776001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

PHL, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHL, INC.

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

PHL, INC

EIN

all filings

Address

335 SOUTH CEDAR AVENUE · SOUTH PITTSBURG, TN · 37380

Phone

(931) 235-2000

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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