Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PHOENIX HEART, PLLC
EIN 86-0770482Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$8.7M assets
Welfare
0
Participants
233
5859 W. TALAVI BLVD., SUITE 100 - GLENDALE, AZ 85306602-298-7777
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.7M assets / 233 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
PHOENIX HEART, PLLC 401(K) PROFIT SHARING PLAN
401k
Assets$5.3M
Participants138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PHOENIX HEART, PLLC CASH BALANCE PLAN
CashBalance
Assets$3.4M
Participants95
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 | PHOENIX HEART, PLLC 401(K) PROFIT SHARING PLAN | 401k | $5.3M | 138 | 2024 | |
| 003 | PHOENIX HEART, PLLC CASH BALANCE PLAN | CashBalance | $3.4M | 95 | 2024 |
Retirement plans