How big is The Phillips Venture Group, LLC's plan?

The Phillips Venture Group, LLC's plan reported $848K in assets and 8 participants for 2024.

Original filing (PDF)20250717103715NAL0000129505001

The Phillips Venture Group, LLC

Name: The Phillips Venture Group, LLC — Phillips Venture, Form 5500 (2024)
Creator: The Phillips Venture Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phillips Venture Group LLC 401(k) Plan

401(k) retirement plan · The Phillips Venture Group, LLC's Phillips Venture Group LLC 401(k) Plan held $848K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$848K

Net assets (EOY)

$848K

People on this filing

Clay Phillips signed The Phillips Venture Group, LLC's 2024 Form 5500 as plan administrator.

Clay Phillips — 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

The Phillips Venture Group, LLC's EIN is 45-2816198.

EIN 45-2816198

Plan number 001

Plan year 2024

ACK ID 20250717103715NAL0000129505001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Phillips Venture Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE PHILLIPS VENTURE GROUP, 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

THE PHILLIPS VENTURE GROUP, LLC

EIN

all filings

Address

1005 BERKELEY ROAD · HENDERSONVILLE, NC · 28792

Phone

(828) 697-2638

Industry

Plumbing, Heating, AC Contractors· Construction

Plan administrator