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Original filing (PDF)20231128090737NAL0010146896001
P.D.A., INC.
Form 5500-SF
FILING_RECEIVED
P.D.A., INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 0.4 mo
Active participants
11
Accounts w/ balance
16
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
88
/ 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
98
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.4 months past the 10.5-month grace window.
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 P.D.A., INC..
Plan sponsor
Name
P.D.A., INC.
EIN
84-0826755
Address
1600 W. MINERAL AVENUE · SUITE B · LITTLETON, CO · 80120
Phone
(303) 761-6022
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-11-28
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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