How big is Phillips Perez PA's plan?

Phillips Perez PA's plan reported $39K in assets and 11 participants for 2025.

Original filing (PDF)20260424084125NAL0005796849001

Phillips Perez PA

Name: Phillips Perez PA — Phillips Perez PA 401(k) Profit, Form 5500 (2025)
Creator: Phillips Perez PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phillips Perez PA 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Phillips Perez PA's Phillips Perez PA 401(k) Profit Sharing Plan & Trust held $39K in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$39K

Net assets (EOY)

$39K

Plan identifiers

Phillips Perez PA's EIN is 45-3052610.

EIN 45-3052610

Plan number 001

Plan year 2025

ACK ID 20260424084125NAL0005796849001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Phillips Perez PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Phillips Perez PA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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