Back to filter
Original filing (PDF)20250830153949NAL0011956433001
PI AZ, INC.
Form 5500-SF
FILING_RECEIVED
PI AZ, INC. 401(K) PLAN AND TRUST
401(k) retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
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 PI AZ, INC..
Plan sponsor
Name
PI AZ, INC.
EIN
86-1000060
Address
10600 E. RANCH GATE RD. · SCOTTSDALE, AZ · 85255
Phone
(480) 423-5222
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-30
Pension benefit codes
2E · Profit-sharing
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 Professional & Technical Services plans
NAUTILUS VENTURES MANAGEMENT COMPANY (US), LLC
NAUTILUS VENTURES MANAGEMENT CASH BALANCE PLAN
$3.0M · 2 participants
INTELLIGENT BUILDINGS
INTELLIGENT BUILDINGS 401(K) PLAN
$3.0M · 21 participants
SYNERGY HEALTH PARTNERS, LLC.
SYNERGY HEALTH PARTNERS 401(K) PLAN
$3.0M · 42 participants
RAINING VIRTUE INC
RAINING VIRTUE RETIREMENT PLAN
$3.0M · 66 participants
DELTAMED SOLUTIONS, INC.
DELTAMED SOLUTIONS, INC. 401(K) P/S PLAN
$3.0M · 63 participants
EOS WORLDWIDE, LLC
EOS WORLDWIDE, LLC 401(K) PLAN
$3.0M · 79 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
