How big is Phoenix Heart, PLLC's plan?

Phoenix Heart, PLLC's plan reported $5.3M in assets and 77 participants for 2024.

Original filing (PDF)20251014180651NAL0001749779001

Phoenix Heart, PLLC

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

Form 5500-SF

FILING_RECEIVED

Phoenix Heart, PLLC 401(k) Profit Sharing Plan

401(k) retirement plan · Phoenix Heart, PLLC's Phoenix Heart, PLLC 401(k) Profit Sharing Plan held $5.3M in plan assets for 77 participants in 2024.

Active participants

Accounts w/ balance

122

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

Plan identifiers

Phoenix Heart, PLLC's EIN is 86-0770482.

EIN 86-0770482

Plan number 002

Plan year 2024

ACK ID 20251014180651NAL0001749779001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Phoenix Heart, PLLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

PHOENIX HEART, PLLC

EIN

all filings

Address

5859 W. TALAVI BLVD., SUITE 100 · GLENDALE, AZ · 85306

Phone

(602) 298-7777

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator