Original filing (PDF)20250827111647NAL0018848706001

BRAD PHILLIPS

Name: BRAD PHILLIPS — BRAD PHILLIPS 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: BRAD PHILLIPS

Form 5500-SF

FILING_RECEIVED

BRAD PHILLIPS 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$56K

Net assets (EOY)

$56K

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 (98th percentile).

Decision-maker contacts

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

Plan sponsor

Name

BRAD PHILLIPS

EIN

31-1762659all filings

Address

26963 ECKEL RD · PERRYSBURG, OH · 435511292

Phone

(419) 874-7376

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