How big is Phase2 Technology, LLC's plan?

Phase2 Technology, LLC's plan reported $21.1M in assets and 129 participants for 2024.

Original filing (PDF)20251015123337NAL0009604754001

Phase2 Technology, LLC

Name: Phase2 Technology, LLC — Phase2 Technology LLC, Form 5500 (2024)
Creator: Phase2 Technology, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Phase2 Technology LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Phase2 Technology, LLC's Phase2 Technology LLC 401(k) Profit Sharing Plan and Trust held $21.1M in plan assets for 129 participants in 2024, with ADP as recordkeeper.

Active participants

129

Accounts w/ balance

279

Plan assets (EOY)

$21.1M

Net assets (EOY)

$21.1M

People on this filing

Marcus Stewart signed Phase2 Technology, LLC's 2024 Form 5500 as plan administrator.

Marcus Stewart — 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

Phase2 Technology, LLC's EIN is 54-2058155.

EIN 54-2058155

Plan number 001

Plan year 2024

ACK ID 20251015123337NAL0009604754001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phase2 Technology, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phase2 Technology, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHASE2 TECHNOLOGY, LLC.

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How this plan invests

This plan

42 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

PHASE2 TECHNOLOGY, LLC

EIN

all filings

Address

1735 NORTH LYNN ST., SUITE 720 · ARLINGTON, VA · 22209

Phone

(703) 548-6050

Industry

Custom Computer Programming· Professional & Technical Services

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

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADP, INC.	13-3036745	—	RECORD KEEPER	$35K	—
ADP BROKER-DEALER	22-3319984	—	RECORD KEEPER	$0	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH PIERCE FENNER & SMITH	13-5674085

Investments

42 direct securities· $20.8M(98% of reported assets)

Other securities

$7.4M

20 holdings

Mutual Funds

$6.6M

14 holdings

Common Collective Trusts

$6.6M

5 holdings

Cash / Money Market

$105K

1 holding

Bonds / Notes

$97K

1 holding

Pooled Separate Accounts

$3K

1 holding

					% of plan
iShares S&P 500 Index Fund Mutual Fund NR	Common Collective Trusts	—	—	$5.2M	24.5%
American Funds American Balanced Fund Mutual Fund NR	Mutual Funds	—	—	$4.6M	22.0%
T. Rowe Price Large Cap Growth Fund Mutual Fund NR	Other securities	—	—	$1.8M	8.8%
BlackRock LifePath Index 2030 Fund Mutual Fund NR	Other securities	—	—	$1.7M	8.0%
BlackRock LifePath Index 2040 Fund Mutual Fund NR	Other securities	—	—	$967K	4.6%
BlackRock LifePath Index 2035 Fund Mutual Fund NR	Other securities	—	—	$611K	2.9%
iShares MSCI EAFE International Index Fund Mutual Fund NR	Common Collective Trusts	—	—	$501K	2.4%
BlackRock LifePath Index 2050 Fund Mutual Fund NR	Other securities	—	—	$489K	2.3%
iShares Russell Mid Cap Index Fund Mutual Fund NR	Common Collective Trusts	—	—	$400K	1.9%
Nuveen Dividend Growth Fund Mutual Fund NR	Mutual Funds	—	—	$387K	1.8%
BlackRock LifePath Index 2055 Fund Mutual Fund NR	Other securities	—	—	$380K	1.8%
iShares Russell 2000 Small Cap Index Fund Mutual Fund NR	Common Collective Trusts	—	—	$362K	1.7%
Victory Sycamore Established Value Fund Mutual Fund NR	Other securities	—	—	$333K	1.6%
MFS Value Fund Mutual Fund NR	Mutual Funds	—	—	$308K	1.5%
Janus Henderson Triton Fund Mutual Fund NR	Mutual Funds	—	—	$277K	1.3%
MFS Mid Cap Growth Fund Mutual Fund NR	Mutual Funds	—	—	$241K	1.1%
MFS Conservative Allocation Fund Mutual Fund NR 42 MFS International Growth Fund Mutual Fund NR	Mutual Funds	—	—	$239K	1.1%
First Eagle Global Fund Mutual Fund NR	Other securities	—	—	$200K	0.9%
BlackRock LifePath Index 2045 Fund Mutual Fund NR	Other securities	—	—	$174K	0.8%
PIMCO CommoditiesPLUS Strategy Fund Mutual Fund NR	Mutual Funds	—	—	$151K	0.7%
JPMorgan Core Bond Fund Mutual Fund NR	Other securities	—	—	$136K	0.6%
Calvert U.S. Large Cap Core Responsible Index Fund Mutual Fund NR	Common Collective Trusts	—	—	$127K	0.6%
BlackRock LifePath Retirement Fund Mutual Fund NR	Other securities	—	—	$120K	0.6%
Cohen & Steers Realty Shares Fund Mutual Fund NR	Other securities	—	—	$116K	0.5%
American Funds New World Fund Mutual Fund NR	Mutual Funds	—	—	$114K	0.5%
BlackRock Liquidity Funds Mutual Fund NR	Cash / Money Market	—	—	$105K	0.5%
Various, bearing interest * Participant loans from 4.25% - 9.50% -	Bonds / Notes	—	—	$97K	0.5%
BlackRock LifePath Index 2060 Fund Mutual Fund NR	Other securities	—	—	$84K	0.4%
Touchstone Non-US ESG Equity Fund Mutual Fund NR	Other securities	—	—	$82K	0.4%
Janus Henderson Global Equity Income Fund Mutual Fund NR	Mutual Funds	—	—	$68K	0.3%
Impax Ellevate Global Women's Leadership Fund Mutual Fund NR	Other securities	—	—	$56K	0.3%
Undiscovered Managers Behavioral Value Fund Mutual Fund NR	Other securities	—	—	$52K	0.2%
PGIM High Yield Fund Mutual Fund NR	Other securities	—	—	$49K	0.2%
MFS Growth Allocation Fund Mutual Fund NR	Mutual Funds	—	—	$46K	0.2%
PIMCO International Bond Fund (U.S. Dollar-Hedged) Mutual Fund NR	Mutual Funds	—	—	$44K	0.2%
PIMCO Real Return Fund Mutual Fund NR	Mutual Funds	—	—	$33K	0.2%
Victory Pioneer Strategic Income Fund Mutual Fund NR	Other securities	—	—	$20K	<0.1%
MFS Moderate Allocation Fund Mutual Fund NR	Mutual Funds	—	—	$16K	<0.1%
Lord Abbett Short Duration Income Fund Mutual Fund NR	Mutual Funds	—	—	$10K	<0.1%
(1) X This form is filed for a CCT, PSA, or MTIA.	Pooled Separate Accounts	—	—	$3K	<0.1%
performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither.	Other securities	—	$3K	$3K	<0.1%
Yes No Amount a	Other securities	—	—	$3K	<0.1%