How big is PHC, Inc.'s plan?

PHC, Inc.'s plan reported $2.8M in assets and 13 participants for 2024.

Original filing (PDF)20250723122401NAL0002008195001

PHC, Inc.

Name: PHC, Inc. — PHC and Affiliates Retirement Plan, Form 5500 (2024)
Creator: PHC, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PHC and Affiliates Retirement Plan

401(k) retirement plan · PHC, Inc.'s PHC and Affiliates Retirement Plan held $2.8M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan identifiers

PHC, Inc.'s EIN is 81-3458938.

EIN 81-3458938

Plan number 002

Plan year 2024

ACK ID 20250723122401NAL0002008195001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

PHC, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

PHC, INC.

EIN

all filings

Address

123 S. MARENGO AVENUE, SUITE 200 · PASADENA, CA · 91101

Phone

(626) 795-3062

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator