· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MASTER MANAGER 2020, INC. — NAJAFI COMPANIES RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250709132829NAL0013105794001
MASTER MANAGER 2020, INC.
Form 5500-SF
FILING_RECEIVED
NAJAFI COMPANIES RETIREMENT PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
10
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
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
MASTER MANAGER 2020, INC.
.
Find decision makers
Plan sponsor
Name
MASTER MANAGER 2020, INC.
EIN
85-2622168
Address
2525 E. CAMELBACK RD., SUITE 850 · PHOENIX, AZ · 85016
Phone
(602) 476-0600
Industry
Finance & Insurance
see 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
2025-07-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
TRAILMARK INC.
TRAILMARK INC. PROFIT SHARING PLAN
$3.3M · 8 participants
MURPHY WEALTH MANAGEMENT GROUP, INC.
MURPHY WEALTH MANAGEMENT GROUP, INC. 401K PROFIT SHARING PLAN AND TRUST
$3.3M · 5 participants
BUSINESS DEVELOPMENT COMPANY OF RHODE ISLAND
BUSINESS DEVELOPMENT COMPANY OF RHODE ISLAND RETIREMENT PLAN
$3.3M · 4 participants
CALLAN CAPITAL LLC
CALLAN CAPITAL, LLC 401(K) SAVINGS PLAN
$3.3M · 12 participants
FIELDS GOTTSCHO CAPITAL MANAGEMENT, LLC
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
FIELDS GOTTSCHO CAPITAL MANAGEMENT, LLC PROFIT SHARING PLAN
$3.3M · 4 participants
WILLIAMS ASSET MANAGEMENT
WILLIAMS ASSET MANAGEMENT 401(K) PLAN
$3.3M · 8 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