How big is The Phinery LLC's plan?

The Phinery LLC's plan reported $379K in assets and 6 participants for 2024.

Original filing (PDF)20251010113104NAL0004188003001

The Phinery LLC

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

Form 5500-SF

FILING_RECEIVED

The Phinery 401(k) Plan

401(k) retirement plan · The Phinery LLC's The Phinery 401(k) Plan held $379K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$379K

Net assets (EOY)

$379K

People on this filing

Richard Tatum signed The Phinery LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

The Phinery LLC's EIN is 82-4900035.

EIN 82-4900035

Plan number 001

Plan year 2024

ACK ID 20251010113104NAL0004188003001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Phinery LLC's plan includes 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 THE PHINERY LLC.

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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.

Plan sponsor

Name

THE PHINERY LLC

EIN

all filings

Address

7601 GREENWOOD AVE N, STE 101 · SEATLLE, WA · 98103

Phone

(206) 789-6512

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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