How big is James a Phillips Reality Inc.'s plan?

James a Phillips Reality Inc.'s plan reported $895K in assets and 5 participants for 2025.

Original filing (PDF)20260522054728NAL0006236754001

James a Phillips Reality Inc.

Name: James a Phillips Reality Inc. — James a . Phillips, Form 5500 (2025)
Creator: James a Phillips Reality Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James a . Phillips Realty, Inc. 401(k) Plan

401(k) retirement plan · James a Phillips Reality Inc.'s James a . Phillips Realty, Inc. 401(k) Plan held $895K in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$895K

Net assets (EOY)

$895K

People on this filing

Andrea Cosgrove signed James a Phillips Reality Inc.'s 2025 Form 5500 as plan administrator.

Andrea Cosgrove — 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

James a Phillips Reality Inc.'s EIN is 11-2585923.

EIN 11-2585923

Plan number 001

Plan year 2025

ACK ID 20260522054728NAL0006236754001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for James a Phillips Reality Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

James a Phillips Reality Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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