· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
VRISIIS KATAPODI — MATULA/KATAPODI DEFINED BENEFIT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251014160310NAL0003233409001
VRISIIS KATAPODI
Form 5500-SF
FILING_RECEIVED
MATULA/KATAPODI DEFINED BENEFIT PLAN
Defined-benefit pension plan
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
VRISIIS KATAPODI
.
Find decision makers
Plan sponsor
Name
VRISIIS KATAPODI
EIN
84-4088292
Address
6010 EAST NAUMANN DRIVE · PARADISE VALLEY, AZ · 85253
Phone
(480) 721-9106
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
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 providers
Related plans
Similar-size Finance & Insurance plans
GLOBAL TRUST COMPANY
NCIT AMERICAN FUNDS 2050 FUND
$3.5M
GLOBAL TRUST COMPANY
STATE STREET GTC 2046 RETIREMENT INCOME BUILDER FUND II
$3.5M
SCALP TRADE LLC
SCALP TRADE LLC 401(K) PLAN
$3.5M · 36 participants
VERDANT PARTNERS LLC
VERDANT PARTNERS LLC PROFIT SHARING PLAN
$3.5M · 5 participants
GREENHOUSE FUNDS, LLLP
GREENHOUSE FUNDS, LLLP 401(K) RATE GROUP PROFIT SHARING PLAN AND TRUST
$3.5M · 8 participants
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.
HANOVER PARTNERS II, INC. RETIREMENT AND PROFIT
HANOVER PARTNERS II, INC. RETIREMENT AND PROFIT SHARING PLAN
$3.5M · 3 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants
