How big is Phoenix Fund Services Group LL's plan?

Phoenix Fund Services Group LL's plan reported $49K in assets and 1 participants for 2024.

Original filing (PDF)20250918135224NAL0001826032001

Phoenix Fund Services Group LL

Name: Phoenix Fund Services Group LL — Phoenix Fund, Form 5500 (2024)
Creator: Phoenix Fund Services Group LL
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phoenix Fund Services Group LL 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Phoenix Fund Services Group LL's Phoenix Fund Services Group LL 401(k) Profit Sharing Plan & Trust held $49K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$49K

Net assets (EOY)

$49K

People on this filing

Paulette Firestone signed Phoenix Fund Services Group LL's 2024 Form 5500 as plan administrator.

Paulette Firestone — 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 Fund Services Group LL's EIN is 93-3556575.

EIN 93-3556575

Plan number 001

Plan year 2024

ACK ID 20250918135224NAL0001826032001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phoenix Fund Services Group LL from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phoenix Fund Services Group LL'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 FUND SERVICES GROUP LL.

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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