How big is Phillmarc ROOD LLC's plan?

Phillmarc ROOD LLC's plan reported $325K in assets and 5 participants for 2023.

Original filing (PDF)20240905115748NAL0046399842001

Phillmarc ROOD LLC

Name: Phillmarc ROOD LLC — Cedar Door/FOXY'S Proper PUB, Form 5500 (2023)
Creator: Phillmarc ROOD LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cedar Door/FOXY'S Proper PUB 401(k) Plan

401(k) retirement plan · Phillmarc ROOD LLC's Cedar Door/FOXY'S Proper PUB 401(k) Plan held $325K in plan assets for 5 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$325K

Net assets (EOY)

$325K

People on this filing

Steve Potts signed Phillmarc ROOD LLC's 2023 Form 5500 as plan administrator.

Steve Potts — 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

Phillmarc ROOD LLC's EIN is 02-0549970.

EIN 02-0549970

Plan number 001

Plan year 2023

ACK ID 20240905115748NAL0046399842001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Phillmarc ROOD LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Phillmarc ROOD 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 PHILLMARC ROOD 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

PHILLMARC ROOD LLC

EIN

all filings

Address

P O BOX 5810 · AUSTIN, TX · 78763

Phone

(512) 656-9556

Industry

Accommodation & Food Services

Plan administrator