How big is Docuphase, LLC's plan?

Docuphase, LLC's plan reported $2.2M in assets and 127 participants for 2024.

Original filing (PDF)20250714090910NAL0000577059001

Docuphase, LLC

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

Form 5500-SF

FILING_RECEIVED

Docuphase 401(k) Plan

401(k) retirement plan · Docuphase, LLC's Docuphase 401(k) Plan held $2.2M in plan assets for 127 participants in 2024.

Signals · 1

No auditor on file

Active participants

127

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

KIM Taube signed Docuphase, LLC's 2024 Form 5500 as plan administrator.

KIM Taube — 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

Docuphase, LLC's EIN is 85-0968460.

EIN 85-0968460

Plan number 001

Plan year 2024

ACK ID 20250714090910NAL0000577059001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Docuphase, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score