· 2022–2024 · DOL EFAST2

Phoenix Properties, LLC — Phoenix Properties, LLC, Form 5500 (2024)

Original filing (PDF)20250805142723NAL0001279411001

Phoenix Properties, LLC

Form 5500-SF

FILING_RECEIVED

Phoenix Properties, LLC 401(k) Plan

401(k) retirement plan · Phoenix Properties, LLC's Phoenix Properties, LLC 401(k) Plan held $124K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

1

Accounts w/ balance

1

Plan assets (EOY)

$124K

Net assets (EOY)

$124K

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

85

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHOENIX PROPERTIES, LLC.

Plan sponsor

Name

PHOENIX PROPERTIES, LLC

EIN

84-3760040all filings

Address

1164 BISHOP ST STE 1006 · HONOLULU, HI · 96813

Phone

(808) 531-3526

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-05

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

Wetzel Abstract LLC

Wetzel Abstract LLC 401(k) Plan

$124K · 5 participants

Weathervane Capital Partners GP LLC

Weathervane Capital Partners LLC 401(k) Plan

$124K · 5 participants

Point of Americas Condominium

Point of Americas Condominium 401(k) Profit Sharing Plan & Trust

$124K · 36 participants

Mutual Escrow Corporation

Mutual Escrow Corporation 401(k) Plan

$124K · 4 participants

Seright Escrow Inc.

Seright Escrow Inc. 401(k) Plan

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.