How big is Phillips and Millman, LLP's plan?

Phillips and Millman, LLP's plan reported $1.9M in assets and 10 participants for 2024.

Original filing (PDF)20251015224335NAL0011743410001

Phillips and Millman, LLP

Name: Phillips and Millman, LLP — Phillips and Millman, Form 5500 (2024)
Creator: Phillips and Millman, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phillips and Millman, LLP 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Phillips and Millman, LLP's Phillips and Millman, LLP 401(k) Profit Sharing Plan and Trust held $1.9M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Phillips and Millman, LLP's EIN is 13-4037950.

EIN 13-4037950

Plan number 001

Plan year 2024

ACK ID 20251015224335NAL0011743410001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phillips and Millman, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phillips and Millman, LLP'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 AND MILLMAN, LLP.

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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