Original filing (PDF)20250424220904NAL0004638787019

PHASE PARTNERS

Name: PHASE PARTNERS — PHASE PARTNERS 401(K) PLAN, Form 5500 (2024)
Creator: PHASE PARTNERS

Form 5500-SF

FILING_RECEIVED

PHASE PARTNERS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$103K

Net assets (EOY)

$103K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

PHASE PARTNERS

EIN

88-2656070

Address

12150 MORRIS ROAD · ALPHARETTA, GA · 30005

Phone

(470) 239-2480

Industry