How big is Hughey & Phillips, LLC's plan?

Hughey & Phillips, LLC's plan reported $2.4M in assets and 89 participants for 2024.

Original filing (PDF)20250709122026NAL0008075584001

Hughey & Phillips, LLC

Name: Hughey & Phillips, LLC — Hughey & Phillips and, Form 5500 (2024)
Creator: Hughey & Phillips, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hughey & Phillips and Sarica Manufacturing Profit Sharing and 401(k) Plan

401(k) retirement plan · Hughey & Phillips, LLC's Hughey & Phillips and Sarica Manufacturing Profit Sharing and 401(k) Plan held $2.4M in plan assets for 89 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

BETH Bigler signed Hughey & Phillips, LLC's 2024 Form 5500 as plan administrator.

BETH Bigler — 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

Hughey & Phillips, LLC's EIN is 27-1112409.

EIN 27-1112409

Plan number 001

Plan year 2024

ACK ID 20250709122026NAL0008075584001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hughey & Phillips, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hughey & Phillips, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off