Back to filter
Original filing (PDF)20251003051549NAL0001818192001
FRONTIER TECHNOLOGY, LLC
Form 5500
FILING_RECEIVED
THE FRONTIER TECHNOLOGY 401K PLAN
401(k) retirement plan
Active participants
202
Accounts w/ balance
221
Plan assets (EOY)
$14.0M
Net assets (EOY)
$14.0M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 43 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FRONTIER TECHNOLOGY, LLC.
Plan sponsor
Name
FRONTIER TECHNOLOGY, LLC
EIN
52-2337159
Address
15210 S 50TH STREET · BUILDING A SUITE 180 · PHOENIX, AZ · 85284
Phone
(480) 366-2222
Industry
Retail Tradesee all
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
2025-10-03
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
TULL FORSBERG & OLSON PLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $22K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO, LLC | 84-4519624 | — | INVESTMENT/FINANCIAL ADVI | $38K | — |
Investments
29 direct securities· $13.9M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CLEARBRIDGE LARGE CAP GR IS | Registered Investment Companies | — | — | $2.3M | 16.6% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.5M | 10.6% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $788K | 5.6% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $784K | 5.6% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $733K | 5.2% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $729K | 5.2% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $722K | 5.2% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $656K | 4.7% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $641K | 4.6% | |
| VICTORY RS GLOBAL Y | Registered Investment Companies | — | — | $636K | 4.6% | |
| EV ATLANTA CAPITAL SMID CAP R6 | Registered Investment Companies | — | — | $618K | 4.4% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $439K | 3.1% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $437K | 3.1% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $402K | 2.9% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $398K | 2.9% | |
| HARTFORD STRAT INC FUND R6 | Registered Investment Companies | — | — | $308K | 2.2% | |
| PIM RE REAL RETURN STRAT - INS | Registered Investment Companies | — | — | $277K | 2.0% | |
| FRANKLIN GLD & PREC METAL R6 | Registered Investment Companies | — | — | $250K | 1.8% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $241K | 1.7% | |
| FID TOTAL INTERNATIONAL INDEX | Registered Investment Companies | — | — | $214K | 1.5% | |
| TRPRICE INTL STOCK FD I | Registered Investment Companies | — | — | $208K | 1.5% | |
| FRANKLIN SCV R6 | Registered Investment Companies | — | — | $152K | 1.1% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $122K | 0.9% | |
| PIONEER BOND FUND - K | Registered Investment Companies | — | — | $85K | 0.6% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $64K | 0.5% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $57K | 0.4% | |
| FID US BOND IND | Registered Investment Companies | — | — | $55K | 0.4% | |
| PIMCO INTL BOND USD HDGD I | Registered Investment Companies | — | — | $36K | 0.3% | |
| AMERFUNDS 2010 TARG DATERET R6 716 REGISTERED INVESTMENT COMPANY AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $16K | 0.1% |
Related plans
Other plans using CREATIVE PLANNING HOLDCO, LLC
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
$7.7B · 12,137 participants
BVH, INC.
BLACK & VEATCH RETIREMENT PROGRAM
$3.0B · 7,022 participants
BLACK & VEATCH HOLDING COMPANY
BLACK & VEATCH RETIREMENT PROGRAM
$2.7B · 7,191 participants
HNTB HOLDINGS LTD.
HNTB OWNERSHIP PLAN
$2.2B · 6,881 participants
NAPA MANAGEMENT SERVICES CORPORATION
NAPA MANAGEMENT SERVICES CORPORATION 401(K) PLAN
$1.5B · 3,665 participants
RADIOLOGY PARTNERS, INC.
RADIOLOGY PARTNERS, INC. PARTNER PLAN
$1.0B · 1,428 participants
Similar-size Retail Trade plans
WIRELESS VISION, LLC
WIRELESS VISION, LLC 401(K) PLAN
$13.7M · 2,083 participants
BLUFOX MOBILE SERVICES 1, INC.
BLUFOX MOBILE SERVICES 1, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$12.6M · 111 participants
AUDIO ENHANCEMENT, INC.
AUDIO ENHANCEMENT 401(K) PLAN
$12.5M · 209 participants
RUSSELL CELLULAR, INC.
RUSSELL CELLULAR 401(K) PLAN
$12.3M · 1,292 participants
THE PERSONAL COMPUTER STORE, INC. DBA AVINEXT
AVINEXT 401(K) PLAN
$15.7M · 38 participants
JABBOUR CORPORATION
JABBOUR CORPORATION PROFIT SHARING PLAN
$12.0M · 14 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants