How big is Phoenix V LLC DBA BEI Hawaii's plan?

Phoenix V LLC DBA BEI Hawaii's plan reported $15.6M in assets and 65 participants for 2024.

Original filing (PDF)20251015183138NAL0011040034001

Phoenix V LLC DBA BEI Hawaii

Name: Phoenix V LLC DBA BEI Hawaii — Phoenix V LLC 401(k), Form 5500 (2024)
Creator: Phoenix V LLC DBA BEI Hawaii
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phoenix V LLC 401(k) Retirement Savings Plan

401(k) retirement plan · Phoenix V LLC DBA BEI Hawaii's Phoenix V LLC 401(k) Retirement Savings Plan held $15.6M in plan assets for 65 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$15.6M

Net assets (EOY)

$15.6M

People on this filing

MARC Tilker signed Phoenix V LLC DBA BEI Hawaii's 2024 Form 5500 as plan administrator.

MARC Tilker — Plan Administrator — Form 5500 signer
Francis Lee — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Phoenix V LLC DBA BEI Hawaii's EIN is 99-0358577.

EIN 99-0358577

Plan number 001

Plan year 2024

ACK ID 20251015183138NAL0011040034001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phoenix V LLC DBA BEI Hawaii from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phoenix V LLC DBA BEI Hawaii'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 V LLC DBA BEI HAWAII.

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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