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Original filing (PDF)20251008220052NAL0003265667032
PHDATA INC
Form 5500
FILING_RECEIVED
PHDATA 401(K) PLAN
401(k) retirement plan
Signals · 1
42% in single holding
Active participants
313
Accounts w/ balance
353
Plan assets (EOY)
$27.4M
Net assets (EOY)
$27.4M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
79
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Party Interest, Collateral, Par or Maturity Value Cost Current Value Mutual Funds Vanguard Vanguard Total Stock Market Index N/R" is 42% of plan.
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHDATA INC.
Plan sponsor
Name
PHDATA INC
EIN
47-2418349
Address
400 S 4TH STREET · 401 · MINNEAPOLIS, MN · 55415
Phone
(612) 213-2335
Industry
Professional & Technical Servicessee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ABDO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT TRUST COMPANY | 43-1971558 | — | CUSTODIAN | $0 | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $18K | — |
Investments
26 direct securities· $3.4M(12% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party Interest, Collateral, Par or Maturity Value Cost Current Value Mutual Funds Vanguard Total Stock Market Index N/R | — | — | — | $1.4M | 5.2% | |
| Vanguard Developed Markets Index N/R | — | — | — | $630K | 2.3% | |
| Vanguard Total Bond Market Index N/R | — | — | — | $431K | 1.6% | |
| Vanguard Emerging Markets Stock Index N/R | — | — | — | $306K | 1.1% | |
| Vanguard Real Estate Index N/R | — | — | — | $161K | 0.6% | |
| Vanguard Total International Bond Index N/R | — | — | — | $146K | 0.5% | |
| Vanguard 500 Index N/R | — | — | — | $57K | 0.2% | |
| Noninterest Bearing Cash * Benefit Trust Cash, noninterest bearing N/R | — | — | — | $47K | 0.2% | |
| Vanguard Dividend Appreciation Index Fund Admiral Shares N/R | — | — | — | $35K | 0.1% | |
| Vanguard Growth Index N/R | — | — | — | $26K | <0.1% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares N/R | — | — | — | $22K | <0.1% | |
| Vanguard Mid-Cap Index N/R | — | — | — | $17K | <0.1% | |
| Participant Loans Notes Receivable from Participants, with interest rates ranging | — | — | — | $12K | <0.1% | |
| Vanguard Health Care Index N/R | — | — | — | $12K | <0.1% | |
| Vanguard FTSE Social Index Admiral N/R | — | — | — | $10K | <0.1% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares N/R | — | — | — | $8K | <0.1% | |
| Vanguard Small-Cap Index Fund Admiral Shares N/R | — | — | — | $7K | <0.1% | |
| Vanguard Information Technology Index N/R | — | — | — | $5K | <0.1% | |
| Vanguard Small Cap Value Index N/R | — | — | — | $5K | <0.1% | |
| Vanguard Mid-Cap Value Index N/R | — | — | — | $4K | <0.1% | |
| Vanguard Total International Stock Index N/R | — | — | — | $3K | <0.1% | |
| Vanguard ST Inflation-Protected Sec. Idx Fnd Admiral Shares N/R | — | — | — | $3K | <0.1% | |
| Vanguard Extended Market Index N/R | — | — | — | $2K | <0.1% | |
| Vanguard Communication Services Index N/R | — | — | — | $2K | <0.1% | |
| Vanguard Financials Index Fund Admiral Shares N/R | — | — | — | $1K | <0.1% | |
| Vanguard Value Index Fund Admiral Shares N/R | — | — | — | $1K | <0.1% |
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