Back to filter
Original filing (PDF)20250915155537NAL0002072256001
D.P. ELECTRIC, INC.
Form 5500
FILING_RECEIVED
D.P. ELECTRIC, INC. 401(K) PLAN
401(k) retirement plan
Active participants
583
Accounts w/ balance
605
Plan assets (EOY)
$19.0M
Net assets (EOY)
$19.0M
How this plan invests
This plan
1 pooled trust
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 50 bps in Schedule C fees — 72% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for D.P. ELECTRIC, INC..
Plan sponsor
Name
D.P. ELECTRIC, INC.
EIN
86-0728080
Address
2210 S. ROOSEVELT ST. · TEMPE, AZ · 85282
Phone
(480) 858-9070
Industry
Electrical Contractors· Constructionsee 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
2025-09-15
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $52K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PFG ADVISORS LLC | — | PHOENIX, AZ | INVESTMENT ADVISOR | $38K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
Investments
37 direct securities · 1 pooled fund· $19.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$18.4M
36 holdings
Mutual Funds
$322K
1 holding
Pooled Separate Account
$263K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Inv | — | — | — | $2.3M | 12.2% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $2.1M | 11.1% | |
| Vanguard Target Retirement 2065 Inv | — | — | — | $2.0M | 10.6% | |
| Vanguard Target Retirement 2035 Inv | — | — | — | $1.8M | 9.6% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $1.6M | 8.4% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $1.6M | 8.3% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $1.5M | 7.9% | |
| Vanguard Target Retirement 2030 Inv | — | — | — | $1.5M | 7.8% | |
| Notes receivable from participants Notes receivable with interest rates ranging from 4.25% to 9.50% maturing through April 2038 -0- | — | — | — | $686K | 3.6% | |
| Vanguard Total Stock Mkt Idx Adm | — | — | — | $680K | 3.6% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $449K | 2.4% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $322K | 1.7% | |
| LARGE CAP GROWTH I FUND (PUTNAM) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 274 | Pooled Separate Account | — | — | $263K | 1.4% | |
| Fidelity Investments Fidelity International Index | — | — | — | $226K | 1.2% | |
| Fidelity Investments Fidelity Advisor Semiconductors Z | — | — | — | $194K | 1.0% | |
| Nuveen Core Plus Bond R6 | — | — | — | $163K | 0.9% | |
| Franklin Templeton Investments Putnam Large Cap Value R6 | — | — | — | $145K | 0.8% | |
| BlackRock Emerging Mkts K | — | — | — | $129K | 0.7% | |
| American Funds American Funds New Perspective R6 | — | — | — | $128K | 0.7% | |
| Investment contract with insurance company * Empower Annuity Insurance Company of America Guaranteed Interest Fund | — | — | — | $127K | 0.7% | |
| Victory Capital Victory RS Global R6 | — | — | — | $125K | 0.7% | |
| BlackRock Health Sciences Opps K | — | — | — | $104K | 0.5% | |
| Janus Henderson Janus Henderson Enterprise N | — | — | — | $79K | 0.4% | |
| Vanguard Target Retirement 2070 Inv | — | — | — | $75K | 0.4% | |
| Fidelity Investments Fidelity Mid Cap Index | — | — | — | $75K | 0.4% | |
| Hartford Mutual Funds Hartford Strategic Income R6 | — | — | — | $72K | 0.4% | |
| Neuberger Berman Neuberger Berman Small Cap Growth R6 | — | — | — | $65K | 0.3% | |
| Vanguard Real Estate Index Admiral | — | — | — | $62K | 0.3% | |
| Fidelity Investments Fidelity Small Cap Index | — | — | — | $59K | 0.3% | |
| Vanguard Small Cap Value Index Admiral | — | — | — | $55K | 0.3% | |
| Franklin Templeton Investments Franklin Utilities R6 | — | — | — | $50K | 0.3% | |
| MFS International Intrinsic Value R6 | — | — | — | $49K | 0.3% | |
| Vanguard Small Cap Growth Index Admiral | — | — | — | $48K | 0.3% | |
| Nuveen Inflation Linked Bond R6 | — | — | — | $45K | 0.2% | |
| Vanguard Target Retirement 2020 Inv | — | — | — | $38K | 0.2% | |
| Janus Henderson Janus Henderson Balanced N | — | — | — | $29K | 0.2% | |
| JPMorgan Global Bond Opportunities R6 | — | — | — | $15K | <0.1% | |
| MFS Mid Cap Value R6 | — | — | — | $9K | <0.1% |
Related plans
Other plans using EMPOWER ANNUITY INSURANCE COMPANY
SOUTHWEST AIRLINES CO.
SOUTHWEST AIRLINES CO. RETIREMENT SAVINGS PLAN
$17.0B · 74,221 participants
ABBVIE INC.
ABBVIE SAVINGS PLAN
$13.4B · 28,506 participants
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BLOOMBERG L.P.
BLOOMBERG L.P. 401(K) PLAN
$5.7B · 14,853 participants
SCHNEIDER ELECTRIC HOLDINGS, INC.
SCHNEIDER ELECTRIC 401(K) PLAN
$5.1B · 20,597 participants
Similar-size Electrical Contractors plans
MONA ELECTRIC GROUP, INC.
MONA ELECTRIC GROUP, INC. 401(K) RETIREMENT PLAN
$19.0M · 78 participants
ENNIS ELECTRIC COMPANY INC
ENNIS ELECTRIC COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
$18.9M · 95 participants
STANSELL ELECTRIC COMPANY, INC.
STANSELL ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN
$19.0M · 331 participants
TECHPRO POWER GROUP, INC. DBA TDS HOLDCO INC.
TECHPRO POWER GROUP, INC. 401(K) PLAN
$18.9M · 375 participants
GEPHART ELECTRIC COMPANY, INC.
GEPHART ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN
$18.8M · 61 participants
NESHAMINY ELECTRICAL CONTRACTORS, INC.
NESHAMINY ELECTRICAL CONTRACTORS, INC. 401(K) PLAN
$18.8M · 98 participants
Large plans in Arizona
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
FREEPORT-MCMORAN INC.
FREEPORT-MCMORAN INC. EMPLOYEE CAPITAL ACCUMULATION PROGRAM
$2.7B · 14,200 participants