Back to filter
Original filing (PDF)20250522100016NAL0004377488001
PHISON TECHNOLOGY INC
Form 5500-SF
FILING_RECEIVED
PHISON TECHNOLOGY INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
31
Accounts w/ balance
31
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
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 PHISON TECHNOLOGY INC.
Plan sponsor
Name
PHISON TECHNOLOGY INC
EIN
84-2270511
Address
2860 ZANKER RD STE 290 · SAN JOSE, CA · 951342120
Phone
(408) 791-7889
Industry
Professional & Technical Servicessee all
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
2025-05-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
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
Similar-size Professional & Technical Services plans
RDS MANAGEMENT RESEARCH INC DBA MMR STRATEGY GROUP
MMR STRATEGY GROUP DEFINED BENEFIT PENSION PLAN
$2.1M · 10 participants
DE NOVO CORPORATION
DE NOVO CORPORATION PROFIT SHARING PLAN
$2.1M · 6 participants
ACTONIA, INC.
ACTONIA, INC. 401(K) PLAN AND TRUST
$2.1M · 59 participants
EDEN MARKETING CORPORATION
EDEN MARKETING CORP. 401(K) PLAN
$2.1M · 27 participants
THE INFLUENTIAL NETWORK, INC.
THE INFLUENTIAL NETWORK 401(K) PLAN
$2.0M
SCOFES & ASSOCIATES CONSULTING INC
SCOFES & ASSOCIATES CONSULTING INC 401K PROFIT SHARING PLAN
$2.0M · 7 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
