Original filing (PDF)20251021092906NAL0000736611001

PHASE 5 CONSULTING, INC

Name: PHASE 5 CONSULTING, INC — PHASE 5 CONSULTING 401(K) PLAN, Form 5500 (2024)
Creator: PHASE 5 CONSULTING, INC

Form 5500-SF

FILING_RECEIVED

PHASE 5 CONSULTING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$247K

Net assets (EOY)

$247K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHASE 5 CONSULTING, INC.

Plan sponsor

Name

PHASE 5 CONSULTING, INC

EIN

99-0783112

Address

4223 N 84TH STREET · MILWAUKEE, WI · 53222

Phone

(301) 678-9566

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