How big is Phoenix Electric and Air LLC's plan?

Phoenix Electric and Air LLC's plan reported $35K in assets and 19 participants for 2024.

Original filing (PDF)20250720190318NAL0000420097001

Phoenix Electric and Air LLC

Name: Phoenix Electric and Air LLC — Phoenix Electric and, Form 5500 (2024)
Creator: Phoenix Electric and Air LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phoenix Electric and Air 401(k) Plan

401(k) retirement plan · Phoenix Electric and Air LLC's Phoenix Electric and Air 401(k) Plan held $35K in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$35K

Net assets (EOY)

$35K

People on this filing

Shirley Horner signed Phoenix Electric and Air LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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 Electric and Air LLC's EIN is 86-2723905.

EIN 86-2723905

Plan number 001

Plan year 2024

ACK ID 20250720190318NAL0000420097001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phoenix Electric and Air LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phoenix Electric and Air LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 ELECTRIC AND AIR LLC.

Finding similar companies…

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