How big is Phase Consulting Partners' plan?

Phase Consulting Partners' plan reported $39K in assets and 2 participants for 2024.

Original filing (PDF)20250611070202NAL0044808514001

Phase Consulting Partners

Name: Phase Consulting Partners — Phase Consulting, Form 5500 (2024)
Creator: Phase Consulting Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phase Consulting Partners 401(k) P/S Plan

401(k) retirement plan · Phase Consulting Partners' Phase Consulting Partners 401(k) P/S Plan held $39K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$39K

Net assets (EOY)

$39K

People on this filing

George Webb signed Phase Consulting Partners' 2024 Form 5500 as plan administrator.

George Webb — 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

Phase Consulting Partners' EIN is 82-0605365.

EIN 82-0605365

Plan number 001

Plan year 2024

ACK ID 20250611070202NAL0044808514001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Phase Consulting Partners' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHASE CONSULTING PARTNERS.

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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

Knocking points off