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Employers › Arizona

Employer · plans filed under one EIN

Fennemore Craig P.C.

Phoenix, AZ · Professional, scientific and technical services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$276Mnet assets across plans
942participant records672 active
$6.7Memployer contributions, latest plan years$9,936 per active record
$266KSchedule C compensation to organisations$282.50 per participant record

Fennemore Craig P.C., based in Phoenix, Arizona, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 942 participant records and $276M in net assets.

The largest is Fennemore Craig Retirement Plan for Directors and Staff, a 401(k) plan with 759 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $6.7M and participant contributions $7.7M in the latest plan years; benefits paid were $17.6M. Schedule C compensation reported to service provider organisations totalled $266K.

Combined net assets moved from $83.3M in 2009 to $276M in 2024 (up 232%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Fennemore Craig Retirement Plan for Directors and Staff401(k) plan2024759$266M$350,254$11,778$247K
Fennemore Craig 401(k) Plan for Associates and of Counsel401(k) plan2024183$10.6M$57,738$1,107$19K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $83.3M2010: $93.2M2011: $90.6M2012: $104M2013: $128M2014: $136M2015: $146M2016: $154M2017: $175M2018: $154M2019: $182M2020: $166M2021: $183M2022: $166M2023: $238M2024: $276M$83.3M$276M20092012201620202024
Combined net assets
2009: 6152010: 5812011: 5282012: 5472013: 5512014: 5772015: 5222016: 5642017: 5562018: 4812019: 4942020: 4362021: 5702022: 7382023: 7452024: 94261594220092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242942$276M$6.7M$7.7M
20232745$238M$5.3M$6.0M
20222738$166M$3.9M$3.9M
20212570$183M$3.1M$2.9M
20201436$166M$2.5M$2.5M
20191494$182M$2.4M$2.8M
20181481$154M$2.6M$2.8M
20171556$175M$2.7M$3.0M
20161564$154M$3.3M$3.1M
20151522$146M$3.2M$2.9M
20141577$136M$3.9M$2.8M
20131551$128M$3.4M$3.1M
20121547$104M$3.1M$2.6M
20111528$90.6M$2.9M$2.5M
20101581$93.2M$2.9M$2.7M
20091615$83.3M$3.2M$2.7M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Capfinancial PartnersInvestment advisory (plan); Investment advisory (participants)1$89,453
The Vanguard GroupRecordkeeping and information management; Securities brokerage; Participant loan processing; Investment advisory (participants)2$84,075
Vanguard Advisers Inc.Investment advisory (participants)2$51,312
CliftonLarsonAllen LLPAccounting (including auditing)2$37,275
Edberg Perry LLCInvestment advisory (participants)1$4,000

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Capfinancial Partners$89K
The Vanguard Group$84K
Vanguard Advisers Inc.$51K
CliftonLarsonAllen LLP$37K
Edberg Perry LLC$4,000

Questions and answers

How many retirement plans does Fennemore Craig P.C. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Fennemore Craig Retirement Plan for Directors and Staff and Fennemore Craig 401(k) Plan for Associates and of Counsel. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Fennemore Craig P.C. contribute to its plans?

$6,677,172 in employer contributions across these plans in their latest plan years, about $9,936 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Capfinancial Partners, The Vanguard Group, Vanguard Advisers Inc. and CliftonLarsonAllen LLP and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.