How big is Phillips Lytle LLP's plan?

Phillips Lytle LLP's plan reported $7.0M in assets and 70 participants for 2024.

Original filing (PDF)20251010135232NAL0004677315001

Phillips Lytle LLP

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

Form 5500-SF

FILING_RECEIVED

Phillips Lytle LLP Associate Retirement Plan

401(k) retirement plan · Phillips Lytle LLP's Phillips Lytle LLP Associate Retirement Plan held $7.0M in plan assets for 70 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

People on this filing

Kelly Marks signed Phillips Lytle LLP's 2024 Form 5500 as plan administrator.

Kelly Marks — 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 Lytle LLP's EIN is 16-0505790.

EIN 16-0505790

Plan number 003

Plan year 2024

ACK ID 20251010135232NAL0004677315001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Phillips Lytle LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 LYTLE 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