How big is Phase Four Financial Solutions, Inc.'s plan?

Phase Four Financial Solutions, Inc.'s plan reported $35K in assets and 3 participants for 2025.

Original filing (PDF)20260506220450NAL0002420353042

Phase Four Financial Solutions, Inc.

Name: Phase Four Financial Solutions, Inc. — Phase Four, Form 5500 (2025)
Creator: Phase Four Financial Solutions, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phase Four Financial Solutions, Inc. 401(k) Plan

401(k) retirement plan · Phase Four Financial Solutions, Inc.'s Phase Four Financial Solutions, Inc. 401(k) Plan held $35K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$35K

Net assets (EOY)

$35K

Plan identifiers

Phase Four Financial Solutions, Inc.'s EIN is 93-4756703.

EIN 93-4756703

Plan number 001

Plan year 2025

ACK ID 20260506220450NAL0002420353042

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Phase Four Financial Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Phase Four Financial Solutions, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off