How big is Phoenix America, LLC's plan?

Phoenix America, LLC's plan reported $2.9M in assets and 36 participants for 2024.

Original filing (PDF)20250811120608NAL0003943203001

Phoenix America, LLC

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

Form 5500-SF

FILING_RECEIVED

Phoenix America, LLC 401(k) Plan

401(k) retirement plan · Phoenix America, LLC's Phoenix America, LLC 401(k) Plan held $2.9M in plan assets for 36 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan identifiers

Phoenix America, LLC's EIN is 84-4148779.

EIN 84-4148779

Plan number 001

Plan year 2024

ACK ID 20250811120608NAL0003943203001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Phoenix America, LLC'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 AMERICA, 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