How big is Phillips, Gerstein and Channen, LLP's plan?

Phillips, Gerstein and Channen, LLP's plan reported $1.8M in assets and 6 participants for 2024.

Original filing (PDF)20250602101657NAL0017265968001

Phillips, Gerstein and Channen, LLP

Name: Phillips, Gerstein and Channen, LLP — Phillips, Form 5500 (2024)
Creator: Phillips, Gerstein and Channen, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phillips, Gerstein and Channen Savings Plan

401(k) retirement plan · Phillips, Gerstein and Channen, LLP's Phillips, Gerstein and Channen Savings Plan held $1.8M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Phillips, Gerstein and Channen, LLP's EIN is 04-2746359.

EIN 04-2746359

Plan number 001

Plan year 2024

ACK ID 20250602101657NAL0017265968001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phillips, Gerstein and Channen, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phillips, Gerstein and Channen, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHILLIPS, GERSTEIN AND CHANNEN, LLP.

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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

Knocking points off