How big is Teris-Phoenix, LLC's plan?

Teris-Phoenix, LLC's plan reported $472K in assets and 20 participants for 2023.

Original filing (PDF)20241008132923NAL0017679713001

Teris-Phoenix, LLC

Name: Teris-Phoenix, LLC — Teris-Phoenix, LLC 401(k), Form 5500 (2023)
Creator: Teris-Phoenix, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Teris-Phoenix, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Teris-Phoenix, LLC's Teris-Phoenix, LLC 401(k) Profit Sharing Plan held $472K in plan assets for 20 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$472K

Net assets (EOY)

$462K

Plan identifiers

Teris-Phoenix, LLC's EIN is 86-0962319.

EIN 86-0962319

Plan number 001

Plan year 2023

ACK ID 20241008132923NAL0017679713001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Teris-Phoenix, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Teris-Phoenix, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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