How big is Phelps-Tointon, Inc.'s plan?

Phelps-Tointon, Inc.'s plan reported $7.9M in assets and 7 participants for 2024.

Original filing (PDF)20251003153350NAL0000885587001

Phelps-Tointon, Inc.

Name: Phelps-Tointon, Inc. — Phelps-Tointon, Inc. Profit, Form 5500 (2024)
Creator: Phelps-Tointon, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phelps-Tointon, Inc. Profit Sharing Plan

401(k) retirement plan · Phelps-Tointon, Inc.'s Phelps-Tointon, Inc. Profit Sharing Plan held $7.9M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

Plan identifiers

Phelps-Tointon, Inc.'s EIN is 84-1109079.

EIN 84-1109079

Plan number 001

Plan year 2024

ACK ID 20251003153350NAL0000885587001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phelps-Tointon, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phelps-Tointon, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 (99th percentile).

Plan sponsor

Name

PHELPS-TOINTON, INC.

EIN

all filings

Address

P.O. BOX 9 · GREELEY, CO · 806320009

Phone

(970) 353-7000

Industry

Management of Companies / Holdings

Plan administrator