How big is Phelan Petty, PLC's plan?

Phelan Petty, PLC's plan reported $5.2M in assets and 6 participants for 2025.

Original filing (PDF)20260304073324NAL0004551824001

Phelan Petty, PLC

Name: Phelan Petty, PLC — Phelan Petty Retirement Plan, Form 5500 (2025)
Creator: Phelan Petty, PLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phelan Petty Retirement Plan

401(k) retirement plan · Phelan Petty, PLC's Phelan Petty Retirement Plan held $5.2M in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

Plan identifiers

Phelan Petty, PLC's EIN is 38-3869570.

EIN 38-3869570

Plan number 001

Plan year 2025

ACK ID 20260304073324NAL0004551824001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Phelan Petty, PLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Phelan Petty, PLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHELAN PETTY, PLC.

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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