Back to filter
Original filing (PDF)20250930134207NAL0014964320001
PACKARD, APPLEBY & ROGERS PC
Form 5500-SF
FILING_RECEIVED
PACKARD, APPLEBY & ROGERS 401(K) PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
14
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PACKARD, APPLEBY & ROGERS PC.
Plan sponsor
Name
PACKARD, APPLEBY & ROGERS PC
EIN
86-0975987
Address
2158 N. GILBERT RD. #117 · MESA, AZ · 85203
Phone
(480) 834-3550
Industry
CPA Offices· Professional & Technical Servicessee 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
2025-09-30
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
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size CPA Offices plans
STINNETT PADRUTT & ARANYOSI CO.
STINNETT, PADRUTT & ARANYOSI COMPANY 401(K) PLAN
$1.7M · 8 participants
STOKES & COMPANY, CPAS, PC
STOKES & COMPANY, CPAS, PC 401(K) PLAN
$1.7M · 70 participants
RENE S. RANDEL, CPA, PC
RENE S. RANDEL, CPA, PC 401(K) PLAN
$1.7M · 2 participants
COLLEEN ANDERSON CPA PLLC
COLLEEN ANDERSON CPA PLLC 401(K) PLAN
$1.7M · 5 participants
NOLAN & VINSON, LLP
NOLAN & VINSON, LLP 401(K) PROFIT SHARING PLAN
$1.7M · 6 participants
TAURUS CPA SOLUTIONS LLC
TAURUS CPA SOLUTIONS LLC 401(K) PLAN
$1.7M · 6 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