Original filing (PDF)20251015163415NAL0002639187001

PH FINANCIAL SERVICES, LLC

Name: PH FINANCIAL SERVICES, LLC — PH FINANCIAL SERVICES, LLC 401(K) PLAN, Form 5500 (2024)
Creator: PH FINANCIAL SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

PH FINANCIAL SERVICES, LLC 401(K) PLAN

401(k) retirement plan

Active participants

106

Accounts w/ balance

108

Plan assets (EOY)

$412K

Net assets (EOY)

$412K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PH FINANCIAL SERVICES, LLC.

Plan sponsor

Name

PH FINANCIAL SERVICES, LLC

EIN

35-2428965

Address

1855 BOWLES AVE. · STE 110 · FENTON, MO · 63026

Phone

(636) 600-8265

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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