How big is Phillips Law Group LLC's plan?

Phillips Law Group LLC's plan reported $644K in assets and 2 participants for 2024.

Original filing (PDF)20251015112909NAL0009331554001

Phillips Law Group LLC

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

Form 5500-SF

FILING_RECEIVED

Phillips Law Group LLC 401(k) Plan

401(k) retirement plan · Phillips Law Group LLC's Phillips Law Group LLC 401(k) Plan held $644K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$644K

Net assets (EOY)

$644K

People on this filing

Megan Phillips signed Phillips Law Group LLC's 2024 Form 5500 as plan administrator.

Megan 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

Phillips Law Group LLC's EIN is 47-5311036.

EIN 47-5311036

Plan number 001

Plan year 2024

ACK ID 20251015112909NAL0009331554001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Phillips Law Group 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 PHILLIPS LAW 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 average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

PHILLIPS LAW GROUP LLC

EIN

all filings

Address

141 ONYX COURT · OREGON, WI · 53575

Phone

(608) 390-3555

Industry

Law Offices· Professional & Technical Services

Plan administrator