Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PH ACQUISITION, INC.
EIN 75-2281715Retail TradeLatest filing 2024
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
105
2615 W. MOCKINGBIRD LN, SUITE 101 - DALLAS, TX 75219214-368-2851
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 105 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
PH ACQUISITION, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$1.3M
Participants76
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
P H ACQUISITION, INC 401(K) PLAN
401k
Assets$1.1M
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PH ACQUISITION, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $1.3M | 76 | 2024 | |
| 001 | P H ACQUISITION, INC 401(K) PLAN | 401k | $1.1M | 29 | 2024 |
Retirement plans