· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PHILLIPS PRECISION INC. — PHILLIPS PRECISION INC 401K PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250429074246NAL0000421280001
PHILLIPS PRECISION INC.
Form 5500-SF
FILING_RECEIVED
PHILLIPS PRECISION INC 401K PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
17
Accounts w/ balance
16
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PHILLIPS PRECISION INC.
.
Find decision makers
Plan sponsor
Name
PHILLIPS PRECISION INC.
EIN
04-3582859
Address
P.O. BOX 1094 · BOYLSTON, MA · 015051694
Phone
(508) 869-3344
Industry
Manufacturing
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-29
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Manufacturing plans
HINSON ENTERPRISES, INC.
HINSON ENTERPRISES, INC. 401(K) P/S PLAN
$1.1M · 28 participants
K & S STEEL FABRICATION, INC.
K & S STEEL FABRICATION, INC. RETIREMENT PLAN
$1.1M · 18 participants
ACME GEAR COMPANY, INC.
ACME GEAR COMPANY, INC. 401(K) SAVINGS PLAN
$1.1M · 41 participants
SWEGON USA, INC.
SWEGON USA, INC. 401(K) PLAN
$1.1M · 72 participants
RW MFG & CONST CO INC
RW MFG. RETIREMENT PLAN
$1.1M · 19 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
ILLINOIS PRO-TURN, INC.
ILLINOIS PRO-TURN, INC. 401(K) PLAN
$1.1M · 9 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B