· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BIG BROTHERS BIG SISTERS OF CENTRAL ARIZONA — 403(B) THRIFT PLAN FOR BIG BROTHERS BIG SISTERS OF CENTRAL ARIZONA, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251001124924NAL0021011410001
BIG BROTHERS BIG SISTERS OF CENTRAL ARIZONA
Form 5500-SF
FILING_RECEIVED
403(B) THRIFT PLAN FOR BIG BROTHERS BIG SISTERS OF CENTRAL ARIZONA
403(b) retirement plan
Active participants
54
Accounts w/ balance
66
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
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
BIG BROTHERS BIG SISTERS OF CENTRAL ARIZONA
.
Find decision makers
Plan sponsor
Name
BIG BROTHERS BIG SISTERS OF CENTRAL ARIZONA
EIN
86-0205254
Address
1615 E OSBORN RD · PHOENIX, AZ · 85016
Phone
(602) 393-4124
Industry
Health Care & Social Assistance
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
2025-10-01
Pension benefit codes
2S · Automatic enrollment
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
LIVIA HEALTH AT EAST HANOVER L
LIVIA HEALTH AT EAST HANOVER L 401(K) PROFIT SHARING PLAN & TRUST
$1.3M · 218 participants
PARADISE OAKS YOUTH SERVICES
EMPLOYEE BENEFIT PLAN OF PARADISE OAKS YOUTH SERVICES
$1.3M · 94 participants
SHERWOOD FOREST CAMP INC.
SHERWOOD FOREST CAMP INC. RETIREMENT SAVINGS PLAN
$1.3M · 13 participants
SYOSSET MEDICAL SERVICE, PLLC
SYOSSET MEDICAL SERVICE, PLLC 401(K) PSP
$1.3M · 6 participants
AREA AGENCY ON AGING OF WESTERN ARKANSAS
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
403(B) THRIFT PLAN FOR EMPLOYEES OF AREA AGENCY ON AGING OF WESTERN ARKANSAS
$1.3M · 80 participants
GRIFFITH CENTERS, INC.
403(B) THRIFT PLAN FOR EMPLOYEES OF GRIFFITH CENTERS, INC.
$1.3M · 74 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
