How big is Phenix Automation's plan?

Phenix Automation's plan reported $557K in assets and 3 participants for 2024.

Original filing (PDF)20251013162723NAL0003556466001

Phenix Automation

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

Form 5500-SF

FILING_RECEIVED

Phenix Automation 401(k) Plan

401(k) retirement plan · Phenix Automation's Phenix Automation 401(k) Plan held $557K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$557K

Net assets (EOY)

$557K

People on this filing

William Culley signed Phenix Automation's 2024 Form 5500 as plan administrator.

William Culley — 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

Phenix Automation's EIN is 81-3359827.

EIN 81-3359827

Plan number 001

Plan year 2024

ACK ID 20251013162723NAL0003556466001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Phenix Automation'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 PHENIX AUTOMATION.

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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