Original filing (PDF)20250505183159NAL0005396963001

PHASE II TRANSPORTATION, INC.

Name: PHASE II TRANSPORTATION, INC. — PHASE II TRANSPORTATION, INC. 401(K) PS PLAN, Form 5500 (2024)
Creator: PHASE II TRANSPORTATION, INC.

Form 5500-SF

FILING_RECEIVED

PHASE II TRANSPORTATION, INC. 401(K) PS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$271K

Net assets (EOY)

$271K

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHASE II TRANSPORTATION, INC..

Plan sponsor

Name

PHASE II TRANSPORTATION, INC.

EIN

91-1830900

Address

PO BOX 470 · WASHOUGAL, WA · 98671

Phone

(360) 695-5131

Industry

Transportation & Warehousingsee 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

2025-05-05

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Transportation & Warehousing plans

SKY CARGO TRANSPORT INC

SKY CARGO TRANSPORT INC CASH BALANCE PLAN

$271K · 4 participants

RED ARROW DELIVERY SERVICE

RED ARROW DELIVERY SERVICE 401(K) PROFIT SHARING PLAN & TRUST

$271K · 10 participants

LONGSTRETH LEASING CO., INC

LONGSTRETH LEASING CO., INC 401(K) PLAN

$271K · 7 participants

E AND A TRANSPROS INC

E AND A TRANSPROS INC 401(K)

$272K · 69 participants

BOWERS LOGISTICS, INC.

BOWERS LOGISTICS 401(K) RETIREMENT PLAN