Original filing (PDF)20251105123904NAL0021315106001

PHOENIX MANAGEMENT AND CONSULTING OF FLORIDA, INC.

Name: PHOENIX MANAGEMENT AND CONSULTING OF FLORIDA, INC. — PHOENIX MANAGEMENT 401(K) PLAN, Form 5500 (2024)
Creator: PHOENIX MANAGEMENT AND CONSULTING OF FLORIDA, INC.

Form 5500-SF

FILING_RECEIVED

PHOENIX MANAGEMENT 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

PHOENIX MANAGEMENT AND CONSULTING OF FLORIDA, INC.

EIN

65-0949149all filings

Address

941-A CLINT MOORE ROAD · BOCA RATON, FL · 33487

Phone

(561) 988-2036

Industry

Real Estatesee all

Plan administrator