How big is Phillips and Associates Developement Co.'s plan?

Phillips and Associates Developement Co.'s plan reported $3.7M in assets and 11 participants for 2024.

Original filing (PDF)20250827104208NAL0009465985001

Phillips and Associates Developement Co.

Name: Phillips and Associates Developement Co. — Form 5500 Plan 001 (2024)
Creator: Phillips and Associates Developement Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phillips and Associates 401(k) Retirement Plan

401(k) retirement plan · Phillips and Associates Developement Co.'s Phillips and Associates 401(k) Retirement Plan held $3.7M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

Plan identifiers

Phillips and Associates Developement Co.'s EIN is 23-2893670.

EIN 23-2893670

Plan number 001

Plan year 2024

ACK ID 20250827104208NAL0009465985001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phillips and Associates Developement Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phillips and Associates Developement Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

PHILLIPS AND ASSOCIATES DEVELOPEMENT CO.

EIN

all filings

Address

1700 N. HIGHLAND ROAD · SUITE 302 · PITTSBURGH, PA · 15241

Phone

(412) 853-9013

Industry

Real Estate

Plan administrator