How big is Phoenix Foundation Inc.'s plan?

Phoenix Foundation Inc.'s plan reported $1.1M in assets and 14 participants for 2024.

Original filing (PDF)20250715172317NAL0003724464001

Phoenix Foundation Inc.

Name: Phoenix Foundation Inc. — Phoenix Foundation 401(k), Form 5500 (2024)
Creator: Phoenix Foundation Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phoenix Foundation 401(k) Plan

401(k) retirement plan · Phoenix Foundation Inc.'s Phoenix Foundation 401(k) Plan held $1.1M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Regina Curran signed Phoenix Foundation Inc.'s 2024 Form 5500 as plan administrator.

Regina Curran — 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

Phoenix Foundation Inc.'s EIN is 83-0857642.

EIN 83-0857642

Plan number 001

Plan year 2024

ACK ID 20250715172317NAL0003724464001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHOENIX FOUNDATION INC..

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Plan health score

Above-average plan

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