How big is Phoenix Financial Group Ltd.'s plan?

Phoenix Financial Group Ltd.'s plan reported $515K in assets and 7 participants for 2025.

Original filing (PDF)20260505110717NAL0000669987001

Phoenix Financial Group Ltd.

Name: Phoenix Financial Group Ltd. — Phoenix Financial, Form 5500 (2025)
Creator: Phoenix Financial Group Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phoenix Financial Group Ltd. 401(k) P/S Plan

401(k) retirement plan · Phoenix Financial Group Ltd.'s Phoenix Financial Group Ltd. 401(k) P/S Plan held $515K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$515K

Net assets (EOY)

$515K

People on this filing

Gary Deardorff signed Phoenix Financial Group Ltd.'s 2025 Form 5500 as plan administrator.

Gary Deardorff — 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 Financial Group Ltd.'s EIN is 86-0940303.

EIN 86-0940303

Plan number 001

Plan year 2025

ACK ID 20260505110717NAL0000669987001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Phoenix Financial Group Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Phoenix Financial Group Ltd.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 FINANCIAL GROUP LTD..

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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