How big is McPhillips Fitzgerald & Cullum's plan?

McPhillips Fitzgerald & Cullum's plan reported $2.3M in assets and 8 participants for 2024.

Original filing (PDF)20250617135704NAL0000844051001

McPhillips Fitzgerald & Cullum

Name: McPhillips Fitzgerald & Cullum — McPhillips, Form 5500 (2024)
Creator: McPhillips Fitzgerald & Cullum
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McPhillips Fitzgerald & Cullum Frozen Pension Plan

Defined-contribution retirement plan · McPhillips Fitzgerald & Cullum's McPhillips Fitzgerald & Cullum Frozen Pension Plan held $2.3M in plan assets for 8 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

James E. Cullum signed McPhillips Fitzgerald & Cullum's 2024 Form 5500 as plan administrator.

James E. Cullum — 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

McPhillips Fitzgerald & Cullum's EIN is 14-1460021.

EIN 14-1460021

Plan number 001

Plan year 2024

ACK ID 20250617135704NAL0000844051001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McPhillips Fitzgerald & Cullum from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McPhillips Fitzgerald & Cullum's plan includes ERISA 404(c) participant direction, a default investment (QDIA), money-purchase contributions, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCPHILLIPS FITZGERALD & CULLUM.

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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

Knocking points off