Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
PHASE 2 DEVELOPMENT, INC
EIN 73-1533175Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$16.4M assets
Welfare
0
Participants
147
3324 NW 135TH STREET - OKLAHOMA CITY, OK 73120405-698-3722
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $16.4M assets / 147 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PHASE 2 DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$9.7M
Participants80
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PHASE 2 DEVELOPMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$6.7M
Participants67
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PHASE 2 DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN | 401k | $9.7M | 80 | 2025 | |
| 002 | PHASE 2 DEVELOPMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $6.7M | 67 | 2024 |
Retirement plans