How big is Phoenix Management Solutions' plan?

Phoenix Management Solutions' plan reported $414K in assets and 3 participants for 2024.

Original filing (PDF)20250708171206NAL0011383378001

Phoenix Management Solutions

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

Form 5500-SF

FILING_RECEIVED

Phoenix Management Solutions 401(k) Plan

401(k) retirement plan · Phoenix Management Solutions' Phoenix Management Solutions 401(k) Plan held $414K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$414K

Net assets (EOY)

$414K

People on this filing

Edward Beukelman signed Phoenix Management Solutions' 2024 Form 5500 as plan administrator.

Edward Beukelman — 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

Phoenix Management Solutions' EIN is 86-0847909.

EIN 86-0847909

Plan number 001

Plan year 2024

ACK ID 20250708171206NAL0011383378001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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