How big is Treece Phillips LLC's plan?

Treece Phillips LLC's plan reported $2.2M in assets and 2 participants for 2024.

Original filing (PDF)20250527091506NAL0003960147001

Treece Phillips LLC

Name: Treece Phillips LLC — Treecephillips LLC 401(k) P/S, Form 5500 (2024)
Creator: Treece Phillips LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Treecephillips LLC 401(k) P/S Plan

401(k) retirement plan · Treece Phillips LLC's Treecephillips LLC 401(k) P/S Plan held $2.2M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Mary Phillips signed Treece Phillips LLC's 2024 Form 5500 as plan administrator.

Mary Phillips — 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

Treece Phillips LLC's EIN is 16-1625620.

EIN 16-1625620

Plan number 001

Plan year 2024

ACK ID 20250527091506NAL0003960147001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Treece Phillips LLC'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 TREECE PHILLIPS LLC.

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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