Original filing (PDF)20240515130835NAL0083333266001

RK Phillips & Associates LLC

Name: RK Phillips & Associates LLC — RK Phillips &, Form 5500 (2023)
Creator: RK Phillips & Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RK Phillips & Associates LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · RK Phillips & Associates LLC's RK Phillips & Associates LLC 401(k) Profit Sharing Plan & Trust held $421K in plan assets for 6 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$421K

Net assets (EOY)

$421K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RK PHILLIPS & ASSOCIATES LLC.

Plan sponsor

Name

RK PHILLIPS & ASSOCIATES LLC

EIN

20-4927177all filings

Address

650 N SAM HOUSTON PKWY E - STE 510 · HOUSTON, TX · 77060

Phone

(713) 864-3001

Industry