Original filing (PDF)20250709082406NAL0012647298001

PHILLIPS WAY, INC.

Name: PHILLIPS WAY, INC. — THE CONTRACTORS RETIREMENT PLAN, Form 5500 (2024)
Creator: PHILLIPS WAY, INC.

Form 5500-SF

FILING_RECEIVED

THE CONTRACTORS RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHILLIPS WAY, INC..

Plan sponsor

Name

PHILLIPS WAY, INC.

EIN

52-1847279

Address

2901 DEDE ROAD SUITE A · FINKSBURG, MD · 210481048

Phone

(410) 526-0966

Industry

Constructionsee 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

2025-07-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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