· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PHOENIX ANALYSIS & DESIGN INC. — PHOENIX ANALYSIS & DESIGN TECHNOLOGIES, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250630190025NAL0011552433001
PHOENIX ANALYSIS & DESIGN INC.
Form 5500-SF
FILING_RECEIVED
PHOENIX ANALYSIS & DESIGN TECHNOLOGIES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
86
Accounts w/ balance
62
Plan assets (EOY)
$13.2M
Net assets (EOY)
$13.2M
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
PHOENIX ANALYSIS & DESIGN INC.
.
Find decision makers
Plan sponsor
Name
PHOENIX ANALYSIS & DESIGN INC.
EIN
86-0756331
Address
7755 S RESEARCH DR SUITE 110 · TEMPE, AZ · 85284
Phone
(480) 813-4884
Industry
Engineering Services
· Professional & Technical Services
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
2025-06-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Engineering Services plans
INDUSTRIAL TURNAROUND CORPORATION
ITAC ESOP RETIREMENT PLAN AND TRUST
$13.2M · 456 participants
SPONSELLER GROUP, INC.
SPONSELLER GROUP, INC. PROFIT SHARING 401K PLAN
$13.2M · 59 participants
REDNISS & MEAD, INC.
REDNISS & MEAD, INC. 401(K) PLAN
$13.2M · 42 participants
THE CAMERON BELL CORPORATION DBA GOV SOLUTIONS GROUP
GOV SOLUTIONS GROUP 401(K) PLAN
$13.2M · 67 participants
THE TRAFFIC GROUP, INC.
THE TRAFFIC GROUP, INC. 401(K) PLAN
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.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$13.2M · 98 participants
DEDC, LLC
DEFERRED SALARY PROFIT-SHARING THRIFT PLAN FOR EMPLOYEES OF DEDC, LLC
$13.2M · 56 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
