· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PHOENIX CAPITAL GROUP HOLDINGS, LLC — PHOENIX CAPITAL GROUP HOLDINGS, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250801103801NAL0012311490017
PHOENIX CAPITAL GROUP HOLDINGS, LLC
Form 5500-SF
FILING_RECEIVED
PHOENIX CAPITAL GROUP HOLDINGS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
121
Accounts w/ balance
138
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
77
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PHOENIX CAPITAL GROUP HOLDINGS, LLC
.
Find decision makers
Plan sponsor
Name
PHOENIX CAPITAL GROUP HOLDINGS, LLC
EIN
83-4526672
Address
18575 JAMBOREE ROAD · SUITE 830 · IRVINE, CA · 92612
Phone
(585) 748-7317
Industry
Custom Computer Programming
· Professional & Technical Services
see all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Custom Computer Programming plans
COLLINS COMPUTING, INC.
COLLINS COMPUTING, INC. 401(K) PLAN
$1.3M · 19 participants
NUVIZZ INC
NUVIZZ INC 401K PLAN
$1.3M · 18 participants
RICEFW TECHNOLOGIES INC
RICEFW TECHNOLOGIES INC 401(K) PROFIT SHARING PLAN & TRUST
$1.3M · 120 participants
ADROIT WORLDWIDE MEDIA
ADROIT WORLDWIDE MEDIA 401(K) PLAN
$1.3M · 72 participants
SBT PARTNERS, LLC
SBT PARTNERS, 401(K) PLAN
$1.3M · 14 participants
100
Knocking points off
No independent qualified public accountant (IQPA) named.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ALLOGY INTERACTIVE LLC
ALLOGY INTERACTIVE LLC 401(K) PLAN
$1.3M · 16 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
