How big is Phillips Management Group Inc.'s plan?

Phillips Management Group Inc.'s plan reported $486K in assets and 49 participants for 2024.

Original filing (PDF)20251008092634NAL0013020946001

Phillips Management Group Inc.

Name: Phillips Management Group Inc. — Phillips Management, Form 5500 (2024)
Creator: Phillips Management Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phillips Management Group 401(k) Plan

401(k) retirement plan · Phillips Management Group Inc.'s Phillips Management Group 401(k) Plan held $486K in plan assets for 49 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$486K

Net assets (EOY)

$486K

People on this filing

Todd Topolka signed Phillips Management Group Inc.'s 2024 Form 5500 as plan administrator.

Todd Topolka — 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 Management Group Inc.'s EIN is 20-0360854.

EIN 20-0360854

Plan number 001

Plan year 2024

ACK ID 20251008092634NAL0013020946001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Phillips Management Group Inc.'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 MANAGEMENT GROUP INC..

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Plan health score

Above-average plan

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