How big is PHI Service Agency, Inc.'s plan?

PHI Service Agency, Inc.'s plan reported $4.7M in assets and 26 participants for 2024.

Original filing (PDF)20250929120758NAL0005014595001

PHI Service Agency, Inc.

Name: PHI Service Agency, Inc. — PHI Service Agency, Inc., Form 5500 (2024)
Creator: PHI Service Agency, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PHI Service Agency, Inc. Profit Sharing Plan

401(k) retirement plan · PHI Service Agency, Inc.'s PHI Service Agency, Inc. Profit Sharing Plan held $4.7M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

Plan identifiers

PHI Service Agency, Inc.'s EIN is 74-2443916.

EIN 74-2443916

Plan number 001

Plan year 2024

ACK ID 20250929120758NAL0005014595001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

PHI Service Agency, Inc.'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 PHI SERVICE AGENCY, INC..

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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