How big is Phoenix Lending Group's plan?

Phoenix Lending Group's plan reported $239K in assets and 3 participants for 2024.

Original filing (PDF)20250911171218NAL0001006912001

Phoenix Lending Group

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

Form 5500-SF

FILING_RECEIVED

Phoenix Lending Group 401(k) Plan

401(k) retirement plan · Phoenix Lending Group's Phoenix Lending Group 401(k) Plan held $239K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$239K

Net assets (EOY)

$239K

Plan identifiers

Phoenix Lending Group's EIN is 83-2602841.

EIN 83-2602841

Plan number 001

Plan year 2024

ACK ID 20250911171218NAL0001006912001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Phoenix Lending Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 LENDING GROUP.

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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