How big is PHIL Messuri Financial Services, LLC's plan?

PHIL Messuri Financial Services, LLC's plan reported $4.4M in assets and 1 participants for 2025.

Original filing (PDF)20260317131611NAL0002615344001

PHIL Messuri Financial Services, LLC

Name: PHIL Messuri Financial Services, LLC — PHIL Messuri, Form 5500 (2025)
Creator: PHIL Messuri Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PHIL Messuri Financial Services, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · PHIL Messuri Financial Services, LLC's PHIL Messuri Financial Services, LLC 401(k) Profit Sharing Plan held $4.4M in plan assets for 1 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

People on this filing

PHIL Messuri signed PHIL Messuri Financial Services, LLC's 2025 Form 5500 as plan administrator.

PHIL Messuri — 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

PHIL Messuri Financial Services, LLC's EIN is 20-4312728.

EIN 20-4312728

Plan number 001

Plan year 2025

ACK ID 20260317131611NAL0002615344001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for PHIL Messuri Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

PHIL Messuri Financial Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 PHIL MESSURI FINANCIAL SERVICES, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

PHIL MESSURI FINANCIAL SERVICES, LLC

EIN

all filings

Address

5203 JUAN TABO NE STE. 2C · ALBUQUERQUE, NM · 87111

Phone

(505) 798-6941

Industry

Finance & Insurance

Plan administrator