How big is Phoenix Management 23 LLC's plan?

Phoenix Management 23 LLC's plan reported $2.1M in assets and 68 participants for 2024.

Original filing (PDF)20260217155028NAL0006999507001

Phoenix Management 23 LLC

Name: Phoenix Management 23 LLC — Phoenix Management 23, Form 5500 (2024)
Creator: Phoenix Management 23 LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phoenix Management 23 LLC 401(k) Plan

401(k) retirement plan · Phoenix Management 23 LLC's Phoenix Management 23 LLC 401(k) Plan held $2.1M in plan assets for 68 participants in 2024.

Signals · 1

Late filing · 3.0 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Belkis Gouda-Martinez signed Phoenix Management 23 LLC's 2024 Form 5500 as plan administrator.

Belkis Gouda-Martinez — 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 Management 23 LLC's EIN is 88-4408798.

EIN 88-4408798

Plan number 001

Plan year 2024

ACK ID 20260217155028NAL0006999507001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phoenix Management 23 LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phoenix Management 23 LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 MANAGEMENT 23 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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 3.0 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Helping the score