How big is Phillips DUNN Shriver & Carroll's plan?

Phillips DUNN Shriver & Carroll's plan reported $1.5M in assets and 10 participants for 2024.

Original filing (PDF)20250613120500NAL0028675376001

Phillips DUNN Shriver & Carroll

Name: Phillips DUNN Shriver & Carroll — Phillips DUNN, Form 5500 (2024)
Creator: Phillips DUNN Shriver & Carroll
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phillips DUNN Shriver & Carroll P.C. Profit Sharing Plan

401(k) retirement plan · Phillips DUNN Shriver & Carroll's Phillips DUNN Shriver & Carroll P.C. Profit Sharing Plan held $1.5M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Melissa Gundry signed Phillips DUNN Shriver & Carroll's 2024 Form 5500 as plan administrator.

Melissa Gundry — 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

Phillips DUNN Shriver & Carroll's EIN is 03-0352896.

EIN 03-0352896

Plan number 001

Plan year 2024

ACK ID 20250613120500NAL0028675376001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phillips DUNN Shriver & Carroll from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phillips DUNN Shriver & Carroll's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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 (86th percentile).

Plan sponsor

Name

PHILLIPS DUNN SHRIVER & CARROLL

EIN

all filings

Address

147 WESTERN AVE · BRATTLEBORO, VT · 05301

Phone

(802) 257-7244

Industry

Law Offices· Professional & Technical Services

Plan administrator