How big is Phelps Industries, LLC's plan?

Phelps Industries, LLC's plan reported $3.3M in assets and 188 participants for 2024.

Original filing (PDF)20251015120501NAL0009119250001

Phelps Industries, LLC

Name: Phelps Industries, LLC — Phelps Industries, LLC, Form 5500 (2024)
Creator: Phelps Industries, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phelps Industries, LLC 401(k) Plan

401(k) retirement plan · Phelps Industries, LLC's Phelps Industries, LLC 401(k) Plan held $3.3M in plan assets for 188 participants in 2024.

Signals · 1

No auditor on file

Active participants

188

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Melissa Lee signed Phelps Industries, LLC's 2024 Form 5500 as plan administrator.

Melissa Lee — 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

Phelps Industries, LLC's EIN is 04-3500221.

EIN 04-3500221

Plan number 001

Plan year 2024

ACK ID 20251015120501NAL0009119250001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phelps Industries, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phelps Industries, 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 PHELPS INDUSTRIES, LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score