· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
THE HONOR SOCIETY OF PHI KAPPA PHI — PHI KAPPA PHI MONEY PURCHASE PENSION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250530142506NAL0022511282001
THE HONOR SOCIETY OF PHI KAPPA PHI
Form 5500-SF
FILING_RECEIVED
PHI KAPPA PHI MONEY PURCHASE PENSION PLAN
Defined-contribution retirement plan
Active participants
13
Accounts w/ balance
30
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE HONOR SOCIETY OF PHI KAPPA PHI
.
Find decision makers
Plan sponsor
Name
THE HONOR SOCIETY OF PHI KAPPA PHI
EIN
95-1856406
Address
7576 GOODWOOD BLVD. · BATON ROUGE, LA · 708067620
Phone
(225) 388-4917
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-30
Pension benefit codes
2C · Money purchase (other than target benefit)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
FOXFIRE COMMUNITY ASSOCIATION, INC.
FOXFIRE COMMUNITY ASSOCIATION OF COLLIER COUNTY, INC. 401(K) PLAN
$3.2M · 68 participants
ALLSPIRE HEALTH PARTNERS, LLC
ALLSPIRE HEALTH 401(K) PLAN
$3.1M · 29 participants
MIAMI VALLEY COMMUNITY ACTION PARTNERSHIP
MIAMI VALLEY COMMUNITY ACTION PARTNERSHIP DEFINED BENEFIT PENSION PLAN
$3.1M · 20 participants
DEPARTMENT OF TEXAS VETERANS OF FOREIGN WARS OF THE UNITED STATES
TEXAS VFW PENSION PLAN
$3.1M
MANOR COUNTRY CLUB, INC.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
MANOR COUNTRY CLUB EMPLOYEES 401(K) RETIREMENT PLAN
$3.2M · 64 participants
COUNCIL OF LARGE PUBLIC HOUSING AUTHORITIES
403(B) THRIFT PLAN FOR EMPLOYEES OF COUNCIL OF LARGE PUBLIC HOUSING AUTHORITIES
$3.1M · 11 participants
Large plans in Louisiana
LUMEN TECHNOLOGIES, INC.
LUMEN 401(K) SAVINGS PLAN
$7.3B · 21,466 participants
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER
$6.5B
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED BENEFIT MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORP RETIREMENT PLANS MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORPORATION QUALIFIED PLAN MASTER TRUST
$4.4B
ENTERGY CORPORATION
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES
$4.4B · 9,114 participants
