Original filing (PDF)20251003104601NAL0001280017001

PHELAN TUCKER LAW LLP

Name: PHELAN TUCKER LAW LLP — PHELAN TUCKER LAW LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PHELAN TUCKER LAW LLP

Form 5500-SF

FILING_RECEIVED

PHELAN TUCKER LAW LLP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$16.8M

Net assets (EOY)

$16.8M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHELAN TUCKER LAW LLP.

Plan sponsor

Name

PHELAN TUCKER LAW LLP

EIN

42-0733178

Address

PO BOX 2150 · IOWA CITY, IA · 52244

Phone

(319) 354-1104

Industry

Law Offices· Professional & Technical Servicessee 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

2025-10-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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