How big is PHI Theta Kappa's plan?

PHI Theta Kappa's plan reported $7.3M in assets and 53 participants for 2024.

Original filing (PDF)20250729120150NAL0007381746001

PHI Theta Kappa

Name: PHI Theta Kappa — PHI Theta Kappa 401(k) Plan and, Form 5500 (2024)
Creator: PHI Theta Kappa
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PHI Theta Kappa 401(k) Plan and Trust

401(k) retirement plan · PHI Theta Kappa's PHI Theta Kappa 401(k) Plan and Trust held $7.3M in plan assets for 53 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.3M

Net assets (EOY)

$7.3M

People on this filing

Paige B Chandler signed PHI Theta Kappa's 2024 Form 5500 as plan administrator.

Paige B Chandler — 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

PHI Theta Kappa's EIN is 64-6012238.

EIN 64-6012238

Plan number 001

Plan year 2024

ACK ID 20250729120150NAL0007381746001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

PHI Theta Kappa's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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