How big is Phoenix Residential LLC's plan?

Phoenix Residential LLC's plan reported $14K in assets and 34 participants for 2024.

Original filing (PDF)20250718112618NAL0000765155001

Phoenix Residential LLC

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

Form 5500-SF

FILING_RECEIVED

Phoenix Residential Services LLC - 401(k)

401(k) retirement plan · Phoenix Residential LLC's Phoenix Residential Services LLC - 401(k) held $14K in plan assets for 34 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14K

Net assets (EOY)

$14K

People on this filing

Shirley Horner signed Phoenix Residential 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 Residential LLC's EIN is 87-3333716.

EIN 87-3333716

Plan number 001

Plan year 2024

ACK ID 20250718112618NAL0000765155001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Phoenix Residential 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 RESIDENTIAL LLC.

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Plan health score

Above-average plan

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

Knocking points off