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Original filing (PDF)20241015045323NAL0014121475001
PHILLIPS PRECISION, INC.
Form 5500
FILING_RECEIVED
PHILLIPS PRECISION, INC. PENSION PLAN
Defined-contribution retirement plan
Signals · 1
~44327 bps in Sched C fees
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$12K
Net assets (EOY)
$0
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 44327 bps in Schedule C fees — 27955% above peer band of 158 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHILLIPS PRECISION, INC..
Plan sponsor
Name
PHILLIPS PRECISION, INC.
EIN
22-2071997
Address
7 PAUL KOHNER PLACE · ELMWOOD PARK, NJ · 07407
Phone
(201) 797-8820
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL GROUP | — | WAYNE, NJ | PLAN ADVISOR | $52K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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