How big is Phillips, McLaughlin & Hall, P.A.'s plan?

Phillips, McLaughlin & Hall, P.A.'s plan reported $7.1M in assets and 13 participants for 2024.

Original filing (PDF)20250815122728NAL0010388865001

Phillips, McLaughlin & Hall, P.A.

Name: Phillips, McLaughlin & Hall, P.A. — Phillips, Form 5500 (2024)
Creator: Phillips, McLaughlin & Hall, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phillips, McLaughlin & Hall, P.A. 401(k) PS Plan

401(k) retirement plan · Phillips, McLaughlin & Hall, P.A.'s Phillips, McLaughlin & Hall, P.A. 401(k) PS Plan held $7.1M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.1M

Net assets (EOY)

$7.1M

People on this filing

Brittany Morgan signed Phillips, McLaughlin & Hall, P.A.'s 2024 Form 5500 as plan administrator.

Brittany Morgan — 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, McLaughlin & Hall, P.A.'s EIN is 51-0328786.

EIN 51-0328786

Plan number 001

Plan year 2024

ACK ID 20250815122728NAL0010388865001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Phillips, McLaughlin & Hall, P.A.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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, MCLAUGHLIN & HALL, P.A..

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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 (89th percentile).

Plan sponsor

Name

PHILLIPS, MCLAUGHLIN & HALL, P.A.

EIN

all filings

Address

1200 N. BROOM STREET · WILMINGTON, DE · 19806

Phone

(302) 655-4200

Industry

Law Offices· Professional & Technical Services

Plan administrator