Original filing (PDF)20260429220313NAL0024983778093

Pholio LLC

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

Form 5500-SF

FILING_RECEIVED

Pholio 401(k) Plan

401(k) retirement plan · Pholio LLC's Pholio 401(k) Plan held $43K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$43K

Net assets (EOY)

$43K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

PHOLIO LLC

EIN

84-4845014all filings

Address

2339 FARRINGTON ST STE 100 · DALLAS, TX · 75207

Phone

(214) 707-7047

Industry

Wholesale Trade

Plan administrator

Name

ACCRUE 401K, INC.

EIN

39-4234112

City

BURLINGAME, CA

Phone

(888) 294-0388

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-29

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)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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