How big is Phoenix Heat Treating, Inc.'s plan?

Phoenix Heat Treating, Inc.'s plan reported $1.7M in assets and 49 participants for 2024.

Original filing (PDF)20251013143530NAL0000723523001

Phoenix Heat Treating, Inc.

Name: Phoenix Heat Treating, Inc. — Phoenix Heat Treating, Form 5500 (2024)
Creator: Phoenix Heat Treating, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phoenix Heat Treating, Inc. 401(k) Plan

401(k) retirement plan · Phoenix Heat Treating, Inc.'s Phoenix Heat Treating, Inc. 401(k) Plan held $1.7M in plan assets for 49 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Phoenix Heat Treating, Inc.'s EIN is 86-0186540.

EIN 86-0186540

Plan number 004

Plan year 2024

ACK ID 20251013143530NAL0000723523001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Phoenix Heat Treating, Inc.'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 PHOENIX HEAT TREATING, INC..

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Plan health score

Above-average plan

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

Knocking points off