How big is Phelps Consulting Group, LLC's plan?

Phelps Consulting Group, LLC's plan reported $916K in assets and 1 participants for 2024.

Original filing (PDF)20251015122042NAL0002397651001

Phelps Consulting Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Phelps Consulting Group, LLC Profit Sharing Plan and Trust

Defined-contribution retirement plan · Phelps Consulting Group, LLC's Phelps Consulting Group, LLC Profit Sharing Plan and Trust held $916K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$916K

Net assets (EOY)

$916K

Plan identifiers

Phelps Consulting Group, LLC's EIN is 26-4249594.

EIN 26-4249594

Plan number 001

Plan year 2024

ACK ID 20251015122042NAL0002397651001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phelps Consulting Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phelps Consulting Group, LLC's plan includes profit-sharing.

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 average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

PHELPS CONSULTING GROUP, LLC

EIN

all filings

Address

3459 ST. ROSE PKWY, STE. 120 BOX 42 · HENDERSON, NV · 89052

Phone

(702) 656-2565

Industry

Construction

Plan administrator