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Original filing (PDF)20250413194507NAL0000901521001
E.J. POZA ASSOCIATES, INC.
Form 5500-SF
FILING_RECEIVED
E.J. POZA ASSOCIATES, INC.
401(k) retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for E.J. POZA ASSOCIATES, INC..
Plan sponsor
Name
E.J. POZA ASSOCIATES, INC.
EIN
34-1294252
Address
28707 N 107TH STREET · SCOTTSDALE, AZ · 85262
Phone
(480) 538-2120
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-04-13
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
3B · Covers self-employed individuals
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 providersRelated plans
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