How big is Drake Phillips Kuenzli & Clark's plan?

Drake Phillips Kuenzli & Clark's plan reported $236K in assets and 9 participants for 2025.

Original filing (PDF)20260507104703NAL0003214176001

Drake Phillips Kuenzli & Clark

Name: Drake Phillips Kuenzli & Clark — Drake Phillips, Form 5500 (2025)
Creator: Drake Phillips Kuenzli & Clark
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Drake Phillips Kuenzli & Clark 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Drake Phillips Kuenzli & Clark's Drake Phillips Kuenzli & Clark 401(k) Profit Sharing Plan & Trust held $236K in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$236K

Net assets (EOY)

$236K

People on this filing

Danielle Althaus signed Drake Phillips Kuenzli & Clark's 2025 Form 5500 as plan administrator.

Danielle Althaus — 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

Drake Phillips Kuenzli & Clark's EIN is 34-0874938.

EIN 34-0874938

Plan number 001

Plan year 2025

ACK ID 20260507104703NAL0003214176001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Drake Phillips Kuenzli & Clark from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Drake Phillips Kuenzli & Clark'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 DRAKE PHILLIPS KUENZLI & CLARK.

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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

Knocking points off