Original filing (PDF)20250430160932NAL0001435859001

PHILLIPS DIVERSIFIED LLC

Name: PHILLIPS DIVERSIFIED LLC — PHILLIPS DIVERSIFIED LLC 401(K) PLAN, Form 5500 (2024)
Creator: PHILLIPS DIVERSIFIED LLC

Form 5500-SF

FILING_RECEIVED

PHILLIPS DIVERSIFIED LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$436K

Net assets (EOY)

$436K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHILLIPS DIVERSIFIED LLC.

Plan sponsor

Name

PHILLIPS DIVERSIFIED LLC

EIN

20-8678053

Address

28 RAILROAD AVE SUITE 4B · NEW YORK, NY · 10990

Phone

(845) 986-8112

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Name

SBSF

EIN

27-3232902

City

DULUTH, GA

Phone

(212) 564-2464

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-30

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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