Original filing (PDF)20260723132134NAL0013622081001

Phillips Whisnant Gazin ETAL

Name: Phillips Whisnant Gazin ETAL — Phillips Whisnant, Form 5500 (2025)
Creator: Phillips Whisnant Gazin ETAL
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phillips Whisnant Gazin Gorczyca & Curtin, LLP, 401(k) PS Plan

401(k) retirement plan · Phillips Whisnant Gazin ETAL's Phillips Whisnant Gazin Gorczyca & Curtin, LLP, 401(k) PS Plan held $8.1M in plan assets for 24 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.1M

Net assets (EOY)

$8.1M

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).

Decision-maker contacts

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

Plan sponsor

Name

PHILLIPS WHISNANT GAZIN ETAL

EIN

33-0867901all filings

Address

2 PARK PLAZA STE 700 · IRVINE, CA · 92614

Phone

(949) 644-4007

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