How big is Phoenix Wealth's plan?

Phoenix Wealth's plan reported $10K in assets and 6 participants for 2025.

Original filing (PDF)20260422221006NAL0004046049072

Phoenix Wealth

Name: Phoenix Wealth — Phoenix Wealth 401(k) Plan, Form 5500 (2025)
Creator: Phoenix Wealth
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phoenix Wealth 401(k) Plan

401(k) retirement plan · Phoenix Wealth's Phoenix Wealth 401(k) Plan held $10K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10K

Net assets (EOY)

$10K

People on this filing

Elantha Barry signed Phoenix Wealth's 2025 Form 5500 as plan administrator.

Elantha Barry — 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 Wealth's EIN is 84-2852855.

EIN 84-2852855

Plan number 001

Plan year 2025

ACK ID 20260422221006NAL0004046049072

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Phoenix Wealth'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 WEALTH.

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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