Original filing (PDF)20250714151922NAL0000979571001

Wood, Phillips, KATZ, Clark & Mortimer

Name: Wood, Phillips, KATZ, Clark & Mortimer — Form 5500 Plan 002 (2024)
Creator: Wood, Phillips, KATZ, Clark & Mortimer
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wood Phillips ET AL Profit Sharing Plan & 401(k) Plan

401(k) retirement plan · Wood, Phillips, KATZ, Clark & Mortimer's Wood Phillips ET AL Profit Sharing Plan & 401(k) Plan held $10.7M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.7M

Net assets (EOY)

$10.7M

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

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 WOOD, PHILLIPS, KATZ, CLARK & MORTIMER.

Plan sponsor

Name

WOOD, PHILLIPS, KATZ, CLARK & MORTIMER

EIN

36-2121621all filings

Address

500 W. MADISON ST. STE. 1130 · CHICAGO, IL · 606612511

Phone

(312) 876-1800

Industry

Law Offices· Professional & Technical Services

Plan administrator