· 2022–2024 · DOL EFAST2

Phoenix Management Services, Inc. — Phoenix Manageme, Form 5500 (2025)

Original filing (PDF)20260427170948NAL0008548657001

Phoenix Management Services, Inc.

Form 5500-SF

FILING_RECEIVED

Phoenix Management Services, Inc. 401(k) Clerical Plan

401(k) retirement plan · Phoenix Management Services, Inc.'s Phoenix Management Services, Inc. 401(k) Clerical Plan held $46K in plan assets for 53 participants in 2025.

Active participants

53

Accounts w/ balance

4

Plan assets (EOY)

$46K

Net assets (EOY)

$46K

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

34

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score

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

Decision-maker contacts

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

Plan sponsor

Name

PHOENIX MANAGEMENT SERVICES, INC.

EIN

65-0677051all filings

Address

4800 N STATE ROAD 7, SUITE 105 · LAUDERDALE LAKES, FL · 33319

Phone

(954) 640-7070

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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