How big is PHD Services' plan?

PHD Services' plan reported $2.2M in assets and 67 participants for 2024.

Original filing (PDF)20250710112548NAL0015006738001

PHD Services

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

Form 5500-SF

FILING_RECEIVED

PHD Services 401(k) Plan

401(k) retirement plan · PHD Services' PHD Services 401(k) Plan held $2.2M in plan assets for 67 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Daniel Wetzel signed PHD Services' 2024 Form 5500 as plan administrator.

Daniel Wetzel — 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 Services' EIN is 37-1406524.

EIN 37-1406524

Plan number 001

Plan year 2024

ACK ID 20250710112548NAL0015006738001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

PHD Services' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHD SERVICES.

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Plan health score

Above-average plan

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 SERVICES

EIN

all filings

Address

519 ABINGTON STREET · PEORIA, IL · 61603

Phone

(309) 676-5553

Industry

Admin Support & Waste Mgmt

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-10

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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