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Original filing (PDF)20250513145236NAL0040898754001
PHASETRONICS, INC. DBA MOTORTRONICS
Form 5500
FILING_RECEIVED
PHASETRONICS HEALTH PLAN
Health & welfare plan
Active participants
96
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHASETRONICS, INC. DBA MOTORTRONICS.
Plan sponsor
Name
PHASETRONICS, INC. DBA MOTORTRONICS
EIN
59-2333321
Address
1600 SUNSHINE DRIVE · CLEARWATER, FL · 33765
Phone
(727) 573-1900
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-05-13
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4G · Prepaid Legal
4H · Long-Term Disability
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FITBIT | 20-8920744 | — | NONE | $0 | — |
| AMPLIFON HEARING HEALTHCARE | 85-0437037 | — | NONE | $0 | — |
| LASIK-LCA-VISION INC. | 11-2882328 | — | NONE | $0 | — |
| ACTIVE & FIT AMERICAN SPECIALTY HEA | 33-0883241 | — | NONE | $0 | — |
| OMADA HEALTH, INC. | 45-2355015 | — | NONE | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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