Back to filter
Original filing (PDF)20251008090742NAL0005602721001
J.P. PHILLIPS, INC.
Form 5500-SF
FILING_RECEIVED
J.P. PHILLIPS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
8
Plan assets (EOY)
$5.9M
Net assets (EOY)
$5.9M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for J.P. PHILLIPS, INC..
Plan sponsor
Name
J.P. PHILLIPS, INC.
EIN
25-1411624
Address
100 RYAN COURT, SUITE 23 · PITTSBURGH, PA · 15205
Phone
(724) 746-2424
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Construction plans
RENAISSANCE DEVELOPMENT CORP
RENAISSANCE DEVELOPMENT CORP 401(K) PROFIT SHARING PLAN & TRUST
$5.9M · 25 participants
OOSTERBAAN & SONS COMPANY
OOSTERBAAN & SONS COMPANY EMPLOYEES PROFIT SHARING PLAN
$5.9M · 15 participants
TRUSTEES OF PAINTERS&ALLIED TRADES
PAINTERS AND ALLIED TRADES DISTRICT COUNCIL 81 HEALTH AND WELFARE FUND
$5.9M · 325 participants
SUBURBAN DRYWALL INC
SUBURBAN DRYWALL INC 401(K) PROFIT SHARING PLAN & TRUST
$5.9M · 231 participants
LONG PAINTING COMPANY
401(K) PLAN AND TRUST OF THE LONG COMPANIES
$5.9M · 40 participants
C. P. ENTERPRISES
C. P. ENTERPRISES INC. 401K PROFIT SHARING PLAN
$5.9M · 29 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B