Back to filter
Original filing (PDF)20251015124608NAL0006128384001
PHILLIPS CORPORATION
Form 5500
FILING_RECEIVED
THE PHILLIPS CORPORATION RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
330
Accounts w/ balance
365
Plan assets (EOY)
$36.8M
Net assets (EOY)
$36.8M
How this plan invests
This plan
1 pooled trust
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHILLIPS CORPORATION.
Plan sponsor
Name
PHILLIPS CORPORATION
EIN
52-0736062
Address
7390 COCA COLA DR. · SUITE 200 · HANOVER, MD · 21076
Phone
(410) 564-2925
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ROSEN SAPPERSTEIN & FRIEDLANDER LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 95-2834236 | SAN DIEGO, CA | PLAN INVESTMENT ADVISORY | $25K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COLUMBIA BENEFITS CONSULANTS, INC. | 52-1904735 | COLUMBIA, MD | PLAN ADMINISTRATION | $30K | — |
| AMERICAN TRUST | 62-0951563 | — | CONTRACT ADMIN | $8K | — |
Investments
38 direct securities · 1 pooled fund· $36.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$34.6M
38 holdings
Common Collective Trust
$2.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Retirement 2030 | — | — | — | $3.1M | 8.5% | |
| American Funds Retirement 2040 | — | — | — | $3.1M | 8.3% | |
| T Rowe Price Blue Chip Growth Fund | — | — | — | $2.9M | 7.9% | |
| Invesco DW Industrials Momentum Fund | — | — | — | $2.8M | 7.6% | |
| Vanguard LifeStrategy Growth Fund | — | — | — | $2.6M | 7.0% | |
| American Funds Retirement 2055 | — | — | — | $2.5M | 6.9% | |
| American Funds Retirement 2035 | — | — | — | $2.5M | 6.7% | |
| RELIANCE TR CO STABLE VAL FD RELIANCE TRUST COMPANY · EIN 58-1428634 / PN 008 | Common Collective Trust | — | — | $2.2M | 5.9% | |
| American Funds Retirement 2050 | — | — | — | $1.8M | 4.8% | |
| Vanguard LifeStrategy Moderate Growth Fund | — | — | — | $1.3M | 3.7% | |
| T Rowe Price Mid Capital Growth Fund | — | — | — | $1.1M | 2.9% | |
| Vanguard Mid Capital Index Fund | — | — | — | $979K | 2.7% | |
| American Funds Washington Mutual Investment Fund | — | — | — | $951K | 2.6% | |
| Vanguard 500 Index Admiral Fund | — | — | — | $891K | 2.4% | |
| Vanguard Dividend Growth Fund | — | — | — | $686K | 1.9% | |
| American Funds Retirement 2025 | — | — | — | $640K | 1.7% | |
| American Funds Retirement 2045 | — | — | — | $633K | 1.7% | |
| Vanguard International Growth ADM Fund | — | — | — | $577K | 1.6% | |
| American Funds Retirement 2020 | — | — | — | $567K | 1.5% | |
| Vanguard Small Capital Index Fund | — | — | — | $537K | 1.5% | |
| T Rowe Price Mid Capital Value Fund | — | — | — | $502K | 1.4% | |
| Fidelity NASDAQ Composite Index Fund | — | — | — | $500K | 1.4% | |
| American Funds American Balanced Fund | — | — | — | $491K | 1.3% | |
| JPMorgan Small Capital Growth Fund R6 | — | — | — | $436K | 1.2% | |
| Fidelity Capital and Income Fund | — | — | — | $352K | 1.0% | |
| American Funds Capital World Growth/Income Fund | — | — | — | $328K | 0.9% | |
| MFS Total Return Fund | — | — | — | $279K | 0.8% | |
| American Funds Retirement 2060 | — | — | — | $267K | 0.7% | |
| Vanguard LifeStrategy Income Fund | — | — | — | $252K | 0.7% | |
| MFS Corporate Bond Fund | — | — | — | $227K | 0.6% | |
| Vanguard Inflation Protected Securities Fund | — | — | — | $174K | 0.5% | |
| Dodge & Cox Income Fund | — | — | — | $137K | 0.4% | |
| American Funds New World Fund R6 | — | — | — | $114K | 0.3% | |
| Vanguard LifeStrategy Conservative Growth Fund | — | — | — | $97K | 0.3% | |
| Cohen & Steers Real Estate Securities Fund | — | — | — | $97K | 0.3% | |
| Columbia Dividend Income Fund | — | — | — | $93K | 0.3% | |
| Registered Investment Companies American Funds Retirement 2015 | — | — | — | $85K | 0.2% | |
| State Street Industrial Select Sector SPDR Fund | — | — | — | $33K | <0.1% | |
| American Funds Retirement 2065 | — | — | — | $20K | <0.1% |
Related plans
Similar-size Professional & Technical Services plans
SDI PRESENCE LLC
SDI PRESENCE LLC 401(K) PLAN
$36.7M · 355 participants
OST, INC.
OST, INC. 401(K) PROFIT SHARING PLAN
$36.5M · 423 participants
WALKME, INC
WALKME, INC 401K PLAN
$36.3M · 399 participants
WEIDENHAMMER SYSTEMS CORPORATION
WEIDENHAMMER SYSTEMS CORPORATION 401(K) RETIREMENT SAVINGS PLAN
$36.2M · 104 participants
EDGEWATER FEDERAL SOLUTIONS, INC.
EDGEWATER FEDERAL SOLUTIONS, INC. 401(K) PLAN
$37.4M · 569 participants
SURGICAL INFORMATION SYSTEMS, LLC
SURGICAL INFORMATION SYSTEMS, LLC 401(K) PLAN
$36.1M · 358 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B