How big is Petrella Phillips LLP's plan?

Petrella Phillips LLP's plan reported $997K in assets and 100 participants for 2025.

Original filing (PDF)20260505090911NAL0000581923001

Petrella Phillips LLP

Name: Petrella Phillips LLP — Petrella Phillips LLP 401(k), Form 5500 (2025)
Creator: Petrella Phillips LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Petrella Phillips LLP 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Petrella Phillips LLP's Petrella Phillips LLP 401(k) Profit Sharing Plan & Trust held $997K in plan assets for 100 participants in 2025.

Active participants

100

Accounts w/ balance

Plan assets (EOY)

$997K

Net assets (EOY)

$997K

People on this filing

Thomas a Petrella signed Petrella Phillips LLP's 2025 Form 5500 as plan administrator.

Thomas a Petrella — 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

Petrella Phillips LLP's EIN is 30-0010043.

EIN 30-0010043

Plan number 001

Plan year 2025

ACK ID 20260505090911NAL0000581923001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Petrella Phillips LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score