How big is Ryan, Maura & Ryan, Inc. DBA Phillip Charles Group's plan?

Ryan, Maura & Ryan, Inc. DBA Phillip Charles Group's plan reported $883K in assets and 21 participants for 2024.

Original filing (PDF)20250618065351NAL0003216288001

Ryan, Maura & Ryan, Inc. DBA Phillip Charles Group

Name: Ryan, Maura & Ryan, Inc. DBA Phillip Charles Group — Form 5500 Plan 001 (2024)
Creator: Ryan, Maura & Ryan, Inc. DBA Phillip Charles Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phillip Charles Group 401(k) Plan

401(k) retirement plan · Ryan, Maura & Ryan, Inc. DBA Phillip Charles Group's Phillip Charles Group 401(k) Plan held $883K in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$883K

Net assets (EOY)

$883K

People on this filing

Sheila Ryan signed Ryan, Maura & Ryan, Inc. DBA Phillip Charles Group's 2024 Form 5500 as plan administrator.

Sheila Ryan — 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

Ryan, Maura & Ryan, Inc. DBA Phillip Charles Group's EIN is 38-2664267.

EIN 38-2664267

Plan number 001

Plan year 2024

ACK ID 20250618065351NAL0003216288001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ryan, Maura & Ryan, Inc. DBA Phillip Charles Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ryan, Maura & Ryan, Inc. DBA Phillip Charles Group's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RYAN, MAURA & RYAN, INC. DBA PHILLIP CHARLES GROUP.

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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

Helping the score