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Original filing (PDF)20251014174419NAL0001738499001
AZPB LIMITED PARTNERSHIP
Form 5500
FILING_RECEIVED
ARIZONA DIAMONDBACKS RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
448
Accounts w/ balance
517
Plan assets (EOY)
$60.3M
Net assets (EOY)
$60.3M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AZPB LIMITED PARTNERSHIP.
Plan sponsor
Name
AZPB LIMITED PARTNERSHIP
EIN
86-0761521
Address
401 E JEFFERSON ST · PHOENIX, AZ · 850042438
Phone
(602) 462-6644
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $74K | — |
Investments
24 direct securities · 1 pooled fund· $60.1M(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
$58.7M
24 holdings
Common Collective Trust
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2030 Growth R6 Fund Registered Investment Company | — | — | — | $7.0M | 11.6% | |
| American Funds 2035 Growth R6 Fund Registered Investment Company | — | — | — | $7.0M | 11.5% | |
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $6.1M | 10.1% | |
| American Funds 2045 Growth R6 Fund Registered Investment Company | — | — | — | $5.9M | 9.8% | |
| TIAA-CREF Large Cap Growth Index Adm Fund Registered Investment Company | — | — | — | $4.7M | 7.8% | |
| American Funds 2050 Growth R6 Fund Registered Investment Company | — | — | — | $4.0M | 6.6% | |
| American Funds 2055 Growth R6 Fund Registered Investment Company | — | — | — | $3.5M | 5.8% | |
| American Funds 2040 Growth R6 Fund Registered Investment Company | — | — | — | $3.4M | 5.7% | |
| American Funds 2025 Growth R6 Fund Registered Investment Company | — | — | — | $2.0M | 3.3% | |
| Vanguard Small Cap Index Adm Fund Registered Investment Company | — | — | — | $1.8M | 3.1% | |
| American Funds 2060 Growth R6 Fund Registered Investment Company | — | — | — | $1.8M | 3.0% | |
| DFA US Large Cap Value I Fd Registered Investment Company | — | — | — | $1.8M | 3.0% | |
| American Funds America Balance R6 Fund Registered Investment Company | — | — | — | $1.7M | 2.9% | |
| DFA U.S. Targeted Value I Fund Registered Investment Company | — | — | — | $1.7M | 2.8% | |
| American Funds EuroPacific Growth R6 Fund Registered Investment Company | — | — | — | $1.6M | 2.7% | |
| PUTNAM STABLE VALUE FUND (15) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.4M | 2.4% | |
| PIMCO Income Institutional Fd Registered Investment Company | — | — | — | $830K | 1.4% | |
| BlackRock Total Return K Fund Registered Investment Company | — | — | — | $809K | 1.3% | |
| American Funds 2010 Growth R6 Fund Registered Investment Company | — | — | — | $752K | 1.2% | |
| American Funds 2065 Growth R6 Fund Registered Investment Company | — | — | — | $714K | 1.2% | |
| Notes receivable from participants maturing through March 2043 0 | — | — | — | $622K | 1.0% | |
| Fidelity Emerg Mkt Index Fund Registered Investment Company | — | — | — | $486K | 0.8% | |
| American Funds 2015 Growth R6 Fund Registered Investment Company | — | — | — | $427K | 0.7% | |
| American Funds 2020 Growth R6 Fund Registered Investment Company | — | — | — | $29K | <0.1% | |
| (E) | — | — | — | $29K | <0.1% |
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