How big is Phoenix3 Holdings. LLC's plan?

Phoenix3 Holdings. LLC's plan reported $105K in assets and 29 participants for 2024.

Original filing (PDF)20250827105503NAL0016378944001

Phoenix3 Holdings. LLC

Name: Phoenix3 Holdings. LLC — Phoenix3 Holdings and, Form 5500 (2024)
Creator: Phoenix3 Holdings. LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phoenix3 Holdings and Affiliates 401(k) Plan

401(k) retirement plan · Phoenix3 Holdings. LLC's Phoenix3 Holdings and Affiliates 401(k) Plan held $105K in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$105K

Net assets (EOY)

$105K

People on this filing

Meghan Beaupre signed Phoenix3 Holdings. LLC's 2024 Form 5500 as plan administrator.

Meghan Beaupre — 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

Phoenix3 Holdings. LLC's EIN is 92-2525701.

EIN 92-2525701

Plan number 001

Plan year 2024

ACK ID 20250827105503NAL0016378944001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phoenix3 Holdings. LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phoenix3 Holdings. LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHOENIX3 HOLDINGS. 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