How big is Phillips, Salmi & Associates, LLC's plan?

Phillips, Salmi & Associates, LLC's plan reported $257K in assets and 11 participants for 2025.

Original filing (PDF)20260504220421NAL0000323361095

Phillips, Salmi & Associates, LLC

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

Form 5500-SF

FILING_RECEIVED

Phillips, Salmi & Associates 401(k) Plan

401(k) retirement plan · Phillips, Salmi & Associates, LLC's Phillips, Salmi & Associates 401(k) Plan held $257K in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$257K

Net assets (EOY)

$257K

Plan identifiers

Phillips, Salmi & Associates, LLC's EIN is 27-2509623.

EIN 27-2509623

Plan number 001

Plan year 2025

ACK ID 20260504220421NAL0000323361095

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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