How big is Oaklins Desilva & Phillips LLC's plan?

Oaklins Desilva & Phillips LLC's plan reported $2.5M in assets and 21 participants for 2024.

Original filing (PDF)20250922164427NAL0005476113001

Oaklins Desilva & Phillips LLC

Name: Oaklins Desilva & Phillips LLC — Oaklins Desilva &, Form 5500 (2024)
Creator: Oaklins Desilva & Phillips LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oaklins Desilva & Phillips LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Oaklins Desilva & Phillips LLC's Oaklins Desilva & Phillips LLC 401(k) Profit Sharing Plan held $2.5M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Danielle Sterling signed Oaklins Desilva & Phillips LLC's 2024 Form 5500 as plan administrator.

Danielle Sterling — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Oaklins Desilva & Phillips LLC's EIN is 01-0888767.

EIN 01-0888767

Plan number 004

Plan year 2024

ACK ID 20250922164427NAL0005476113001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Oaklins Desilva & Phillips LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Oaklins Desilva & Phillips LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OAKLINS DESILVA & PHILLIPS LLC.

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Plan health score

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

100

Helping the score