How big is Faulkner, Hoffman & Phillips, LLC's plan?

Faulkner, Hoffman & Phillips, LLC's plan reported $4.5M in assets and 5 participants for 2024.

Original filing (PDF)20251013130651NAL0000631923001

Faulkner, Hoffman & Phillips, LLC

Name: Faulkner, Hoffman & Phillips, LLC — Faulkner, Form 5500 (2024)
Creator: Faulkner, Hoffman & Phillips, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Faulkner, Hoffman & Phillips Retirement Plan

401(k) retirement plan · Faulkner, Hoffman & Phillips, LLC's Faulkner, Hoffman & Phillips Retirement Plan held $4.5M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

People on this filing

George H. Faulkner signed Faulkner, Hoffman & Phillips, LLC's 2024 Form 5500 as plan administrator.

George H. Faulkner — 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

Faulkner, Hoffman & Phillips, LLC's EIN is 45-1540483.

EIN 45-1540483

Plan number 001

Plan year 2024

ACK ID 20251013130651NAL0000631923001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Faulkner, Hoffman & Phillips, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Faulkner, Hoffman & Phillips, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FAULKNER, HOFFMAN & PHILLIPS, LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

FAULKNER, HOFFMAN & PHILLIPS, LLC

EIN

all filings

Address

20455 EMERALD PARKWAY DR. SUITE 210 · CLEVELAND, OH · 44135

Phone

(216) 781-3600

Industry

Professional & Technical Services

Plan administrator