How big is J. Phillips Investments, LLC's plan?

J. Phillips Investments, LLC's plan reported $2.6M in assets and 3 participants for 2025.

Original filing (PDF)20260407070913NAL0010420211001

J. Phillips Investments, LLC

Name: J. Phillips Investments, LLC — J. Phillips, Form 5500 (2025)
Creator: J. Phillips Investments, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J. Phillips Investments, LLC Retirement Trust

401(k) retirement plan · J. Phillips Investments, LLC's J. Phillips Investments, LLC Retirement Trust held $2.6M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

J. Phillips Investments, LLC's EIN is 26-3648148.

EIN 26-3648148

Plan number 001

Plan year 2025

ACK ID 20260407070913NAL0010420211001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for J. Phillips Investments, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

J. Phillips Investments, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Helping the score