How big is Phase Two Holdings' plan?

Phase Two Holdings' plan reported $139K in assets for 2025.

Original filing (PDF)20260506115037NAL0001446515001

Phase Two Holdings

Name: Phase Two Holdings — Phase Two Holdings Profit, Form 5500 (2025)
Creator: Phase Two Holdings
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phase Two Holdings Profit Sharing Plan

Defined-contribution retirement plan · Phase Two Holdings' Phase Two Holdings Profit Sharing Plan reported $139K in plan assets in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$139K

Net assets (EOY)

$139K

People on this filing

Anthony Warren signed Phase Two Holdings' 2025 Form 5500 as plan administrator.

Anthony Warren — 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 Two Holdings' EIN is 83-1713327.

EIN 83-1713327

Plan number 001

Plan year 2025

ACK ID 20260506115037NAL0001446515001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Phase Two Holdings from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Phase Two Holdings' plan includes profit-sharing.

Decision-maker contacts

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

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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

Helping the score