How big is Phase Electric's plan?

Phase Electric's plan reported $3.3M in assets and 105 participants for 2025.

Original filing (PDF)20260521083645NAL0002476947001

Phase Electric

Name: Phase Electric — Phase Electric 401(k) Plan, Form 5500 (2025)
Creator: Phase Electric
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phase Electric 401(k) Plan

401(k) retirement plan · Phase Electric's Phase Electric 401(k) Plan held $3.3M in plan assets for 105 participants in 2025.

Active participants

105

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Wade Alness signed Phase Electric's 2025 Form 5500 as plan administrator.

Wade Alness — 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

Phase Electric's EIN is 41-1648500.

EIN 41-1648500

Plan number 001

Plan year 2025

ACK ID 20260521083645NAL0002476947001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Phase Electric from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Phase Electric's 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 PHASE ELECTRIC.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score