How big is Total Phase Inc.'s plan?

Total Phase Inc.'s plan reported $4.0M in assets and 11 participants for 2024.

Original filing (PDF)20250605162357NAL0008616819001

Total Phase Inc.

Name: Total Phase Inc. — Total Phase Inc. 401(k) Profit, Form 5500 (2024)
Creator: Total Phase Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Total Phase Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Total Phase Inc.'s Total Phase Inc. 401(k) Profit Sharing Plan and Trust held $4.0M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

Derek FUNG signed Total Phase Inc.'s 2024 Form 5500 as plan administrator.

Derek FUNG — 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

Total Phase Inc.'s EIN is 77-0582023.

EIN 77-0582023

Plan number 001

Plan year 2024

ACK ID 20250605162357NAL0008616819001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Total Phase Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Total Phase Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

TOTAL PHASE INC

EIN

all filings

Address

773 E EL CAMINO REAL #108 · SUNNYVALE, CA · 94087

Phone

(925) 234-2596

Industry

Manufacturing

Plan administrator