How big is Phoenix Mortgage Brokers, LLC's plan?

Phoenix Mortgage Brokers, LLC's plan reported $738K in assets and 13 participants for 2024.

Original filing (PDF)20250825160043NAL0003985315001

Phoenix Mortgage Brokers, LLC

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

Form 5500-SF

FILING_RECEIVED

PMB 401(k) Plan

401(k) retirement plan · Phoenix Mortgage Brokers, LLC's PMB 401(k) Plan held $738K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$738K

Net assets (EOY)

$738K

Plan identifiers

Phoenix Mortgage Brokers, LLC's EIN is 83-1927805.

EIN 83-1927805

Plan number 001

Plan year 2024

ACK ID 20250825160043NAL0003985315001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phoenix Mortgage Brokers, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phoenix Mortgage Brokers, LLC's plan includes profit-sharing, 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 PHOENIX MORTGAGE BROKERS, 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