How big is Phillips Oppenheim Group, Inc.'s plan?

Phillips Oppenheim Group, Inc.'s plan reported $8.1M in assets and 11 participants for 2024.

Original filing (PDF)20250714104138NAL0000957553001

Phillips Oppenheim Group, Inc.

Name: Phillips Oppenheim Group, Inc. — Phillips Oppenheim, Form 5500 (2024)
Creator: Phillips Oppenheim Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phillips Oppenheim Group, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Phillips Oppenheim Group, Inc.'s Phillips Oppenheim Group, Inc. 401(k) Profit Sharing Plan held $8.1M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.1M

Net assets (EOY)

$8.1M

People on this filing

Catherine Ardrey signed Phillips Oppenheim Group, Inc.'s 2024 Form 5500 as plan administrator.

Catherine Ardrey — 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

Phillips Oppenheim Group, Inc.'s EIN is 06-1347310.

EIN 06-1347310

Plan number 001

Plan year 2024

ACK ID 20250714104138NAL0000957553001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phillips Oppenheim Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phillips Oppenheim Group, Inc.'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 PHILLIPS OPPENHEIM GROUP, INC..

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

PHILLIPS OPPENHEIM GROUP, INC.

EIN

all filings

Address

135 W. 50TH ST · SUITE 200 · NEW YORK, NY · 10020

Phone

(212) 953-1770

Industry

Admin Support & Waste Mgmt

Plan administrator