Back to filter
Original filing (PDF)20251015220548NAL0003041011001
FENNEMORE CRAIG P.C.
Form 5500
FILING_RECEIVED
FENNEMORE CRAIG RETIREMENT PLAN FOR DIRECTORS AND STAFF
401(k) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
556
Accounts w/ balance
750
Plan assets (EOY)
$265.9M
Net assets (EOY)
$265.8M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: RETIREMENT TRUSTS, CLASS K (no filing on disk)]" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FENNEMORE CRAIG P.C..
Plan sponsor
Name
FENNEMORE CRAIG P.C.
EIN
86-0293128
Address
2394 E CAMELBACK RD STE 600 · PHOENIX, AZ · 850169077
Phone
(602) 916-5273
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Name
ADMIN COMM OF THE FENNEMORE CRAIG RETIREMENT PLAN FOR DIRECTORS&STAFF
EIN
20-5686807
City
PHOENIX, AZ
Phone
(602) 916-5273
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS | 26-0058143 | RALEIGH, NC | NONE | $89K | — |
| THE VANGUARD GROUP | 23-1945930 | PHILADELPHIA, PA | NONE | $84K | — |
| VANGUARD ADVISERS INC | 23-2811930 | PHILADELPHIA, PA | — | $50K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | PASADENA, CA | NONE | $20K | — |
| EDBERG PERRY LLC | 83-2658560 | PHOENIX, AZ | NONE | $4K | — |
Investments
1 pooled fund· $119.5M(45% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| RETIREMENT TRUSTS, CLASS K T. ROWE PRICE · EIN 52-1309931 / PN 000 | Common Collective Trust | — | — | $119.5M | 44.9% |