How big is Phillips Auto Group of Bradley, Inc.'s plan?

Phillips Auto Group of Bradley, Inc.'s plan reported $1.2M in assets and 66 participants for 2024.

Original filing (PDF)20250701103025NAL0006959331001

Phillips Auto Group of Bradley, Inc.

Name: Phillips Auto Group of Bradley, Inc. — Phillips Auto, Form 5500 (2024)
Creator: Phillips Auto Group of Bradley, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phillips Auto Group of Bradley, Inc. 401(k) Plan

401(k) retirement plan · Phillips Auto Group of Bradley, Inc.'s Phillips Auto Group of Bradley, Inc. 401(k) Plan held $1.2M in plan assets for 66 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Freddie Jacobs Jr. signed Phillips Auto Group of Bradley, Inc.'s 2024 Form 5500 as plan administrator.

Freddie Jacobs Jr. — 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 Auto Group of Bradley, Inc.'s EIN is 47-5678620.

EIN 47-5678620

Plan number 001

Plan year 2024

ACK ID 20250701103025NAL0006959331001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Phillips Auto Group of Bradley, Inc.'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 PHILLIPS AUTO GROUP OF BRADLEY, INC.

Finding similar companies…

Plan health score

Above-average plan

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

Knocking points off