Original filing (PDF)20250714132625NAL0000718419001

PHASE TO PHASE LLC

Name: PHASE TO PHASE LLC — PHASE TO PHASE LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: PHASE TO PHASE LLC

Form 5500-SF

FILING_RECEIVED

PHASE TO PHASE LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$362K

Net assets (EOY)

$362K

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 (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

PHASE TO PHASE LLC

EIN

82-1463575all filings

Address

4031 COLONEL GLENN HWY · BEAVERCREEK TOWNSHIP, OH · 454312700

Phone

(937) 234-7467

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