How big is Phillips Diversified LLC's plan?

Phillips Diversified LLC's plan reported $436K in assets and 10 participants for 2024.

Original filing (PDF)20250430160932NAL0001435859001

Phillips Diversified LLC

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

Form 5500-SF

FILING_RECEIVED

Phillips Diversified LLC 401(k) Plan

401(k) retirement plan · Phillips Diversified LLC's Phillips Diversified LLC 401(k) Plan held $436K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$436K

Net assets (EOY)

$436K

People on this filing

VU TRAN signed Phillips Diversified LLC's 2024 Form 5500 as plan administrator.

VU TRAN — 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 Diversified LLC's EIN is 20-8678053.

EIN 20-8678053

Plan number 001

Plan year 2024

ACK ID 20250430160932NAL0001435859001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Phillips Diversified LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

Knocking points off