PHILLIPS AND PELLY 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
11
Accounts w/ balance
8
Plan assets (EOY)
$161K
Net assets (EOY)
$161K
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
51
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHILLIPS AND PELLY.
Plan sponsor
Name
PHILLIPS AND PELLY
EIN
33-0973069
Address
505 LOMAS SANTA FE DR STE 270 · SOLANA BEACH, CA · 920751333
