How big is PHR Services, Ltd.'s plan?

PHR Services, Ltd.'s plan reported $2.0M in assets and 16 participants for 2024.

Original filing (PDF)20250702084239NAL0007472867001

PHR Services, Ltd.

Name: PHR Services, Ltd. — PHR 401(k) Profit Sharing Plan, Form 5500 (2024)
Creator: PHR Services, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PHR 401(k) Profit Sharing Plan

401(k) retirement plan · PHR Services, Ltd.'s PHR 401(k) Profit Sharing Plan held $2.0M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Mary Yount signed PHR Services, Ltd.'s 2024 Form 5500 as plan administrator.

Mary Yount — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

PHR Services, Ltd.'s EIN is 27-0927695.

EIN 27-0927695

Plan number 001

Plan year 2024

ACK ID 20250702084239NAL0007472867001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for PHR Services, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

PHR Services, Ltd.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 (90th percentile).

Plan sponsor

Name

PHR SERVICES, LTD.

EIN

all filings

Address

3720 EAST 2ND STREET · EDMOND, OK · 73034

Phone

(405) 705-2400

Industry

Admin Support & Waste Mgmt

Plan administrator