How big is Ivins, Phillips & Barker, Chartered's plan?

Ivins, Phillips & Barker, Chartered's plan reported $64.0M in assets and 35 participants for 2024.

Original filing (PDF)20251007161053NAL0004831585001

Ivins, Phillips & Barker, Chartered

Name: Ivins, Phillips & Barker, Chartered — Ivins, Phillip, Form 5500 (2024)
Creator: Ivins, Phillips & Barker, Chartered
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ivins, Phillips & Barker, Chartered Savings and Retirement Income Plan

401(k) retirement plan · Ivins, Phillips & Barker, Chartered's Ivins, Phillips & Barker, Chartered Savings and Retirement Income Plan held $64.0M in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$64.0M

Net assets (EOY)

$64.0M

People on this filing

JODI Epstein signed Ivins, Phillips & Barker, Chartered's 2024 Form 5500 as plan administrator.

JODI Epstein — 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

Ivins, Phillips & Barker, Chartered's EIN is 52-1229560.

EIN 52-1229560

Plan number 003

Plan year 2024

ACK ID 20251007161053NAL0004831585001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ivins, Phillips & Barker, Chartered'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 IVINS, PHILLIPS & BARKER, CHARTERED.

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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 (95th percentile).

Plan sponsor

Name

IVINS, PHILLIPS & BARKER, CHARTERED

EIN

all filings

Address

1717 K STREET, NW · SUITE 600 · WASHINGTON, DC · 200065343

Phone

(202) 393-7600

Industry

Law Offices· Professional & Technical Services

Plan administrator