How big is PHD, Inc.'s plan?

PHD, Inc.'s plan reported $3.4M in assets and 43 participants for 2024.

Original filing (PDF)20251013092123NAL0002195954001

PHD, Inc.

Name: PHD, Inc. — PHD, Inc. Union 401(k) Plan, Form 5500 (2024)
Creator: PHD, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PHD, Inc. Union 401(k) Plan

401(k) retirement plan · PHD, Inc.'s PHD, Inc. Union 401(k) Plan held $3.4M in plan assets for 43 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

Patrick Davis signed PHD, Inc.'s 2024 Form 5500 as plan administrator.

Patrick Davis — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

PHD, Inc.'s EIN is 35-1000183.

EIN 35-1000183

Plan number 002

Plan year 2024

ACK ID 20251013092123NAL0002195954001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for PHD, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

PHD, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

PHD, INC.

EIN

all filings

Address

9009 CLUBRIDGE DR · FORT WAYNE, IN · 46809

Phone

(260) 479-2236

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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