How big is Kermit G. Phillips II Charitable Trust's plan?

Kermit G. Phillips II Charitable Trust's plan reported $658K in assets and 6 participants for 2024.

Original filing (PDF)20251008072608NAL0008942160001

Kermit G. Phillips II Charitable Trust

Name: Kermit G. Phillips II Charitable Trust — Form 5500 Plan 001 (2024)
Creator: Kermit G. Phillips II Charitable Trust
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phillips Foundation 403(b) Plan

401(k) retirement plan · Kermit G. Phillips II Charitable Trust's Phillips Foundation 403(b) Plan held $658K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$658K

Net assets (EOY)

$658K

People on this filing

Todd Topolka signed Kermit G. Phillips II Charitable Trust's 2024 Form 5500 as plan administrator.

Todd Topolka — 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

Kermit G. Phillips II Charitable Trust's EIN is 04-6977585.

EIN 04-6977585

Plan number 001

Plan year 2024

ACK ID 20251008072608NAL0008942160001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kermit G. Phillips II Charitable Trust from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kermit G. Phillips II Charitable Trust's plan includes a 401(k) feature, 403(b) custodial accounts, ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KERMIT G. PHILLIPS II CHARITABLE TRUST.

Finding similar companies…

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 (89th percentile).

Plan sponsor

Name

KERMIT G. PHILLIPS II CHARITABLE TRUST

EIN

all filings

Address

3963 MAPLE AVENUE · SUITE 150 · DALLAS, TX · 75219

Phone

(336) 458-0814

Industry

Other Services (ex. Public Admin)

Plan administrator