How big is Fenix Consulting LLC's plan?

Fenix Consulting LLC's plan reported $67K in assets and 5 participants for 2024.

Original filing (PDF)20250611054928NAL0026758272001

Fenix Consulting LLC

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

Form 5500-SF

FILING_RECEIVED

Fenix Consulting

401(k) retirement plan · Fenix Consulting LLC's Fenix Consulting held $67K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$67K

Net assets (EOY)

$67K

People on this filing

Shirley Horner signed Fenix Consulting 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

Fenix Consulting LLC's EIN is 88-4110368.

EIN 88-4110368

Plan number 001

Plan year 2024

ACK ID 20250611054928NAL0026758272001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Fenix Consulting LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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