How big is Phillips & Paolicelli, LLP's plan?

Phillips & Paolicelli, LLP's plan reported $999K in assets and 19 participants for 2024.

Original filing (PDF)20250827145910NAL0016685424001

Phillips & Paolicelli, LLP

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

Form 5500-SF

FILING_RECEIVED

Phillips & Paolicelli, LLP 401(k) Plan

401(k) retirement plan · Phillips & Paolicelli, LLP's Phillips & Paolicelli, LLP 401(k) Plan held $999K in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$999K

Net assets (EOY)

$999K

Plan identifiers

Phillips & Paolicelli, LLP's EIN is 45-5610502.

EIN 45-5610502

Plan number 001

Plan year 2024

ACK ID 20250827145910NAL0016685424001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Phillips & Paolicelli, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 & PAOLICELLI, LLP.

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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