Original filing (PDF)20251008072608NAL0008942160001

KERMIT G. PHILLIPS II CHARITABLE TRUST

Name: KERMIT G. PHILLIPS II CHARITABLE TRUST — PHILLIPS FOUNDATION 403(B) PLAN, Form 5500 (2024)
Creator: KERMIT G. PHILLIPS II CHARITABLE TRUST

Form 5500-SF

FILING_RECEIVED

PHILLIPS FOUNDATION 403(B) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$658K

Net assets (EOY)

$658K

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).

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.

Plan sponsor

Name

KERMIT G. PHILLIPS II CHARITABLE TRUST

EIN

04-6977585

Address

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

Phone

(336) 458-0814

Industry

Other Services (ex. Public Admin)see all

Plan administrator