How big is Phillips Partnership, PC's plan?

Phillips Partnership, PC's plan reported $5.7M in assets and 26 participants for 2025.

Original filing (PDF)20260515142440NAL0011547456001

Phillips Partnership, PC

Name: Phillips Partnership, PC — Phillips Partnership, Form 5500 (2025)
Creator: Phillips Partnership, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phillips Partnership 401(k) Plan

401(k) retirement plan · Phillips Partnership, PC's Phillips Partnership 401(k) Plan held $5.7M in plan assets for 26 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

People on this filing

Susan Phillips signed Phillips Partnership, PC's 2025 Form 5500 as plan administrator.

Susan Phillips — 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 Partnership, PC's EIN is 58-2596059.

EIN 58-2596059

Plan number 001

Plan year 2025

ACK ID 20260515142440NAL0011547456001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Phillips Partnership, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Phillips Partnership, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHILLIPS PARTNERSHIP, PC.

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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 (97th percentile).

Plan sponsor

Name

PHILLIPS PARTNERSHIP, PC

EIN

all filings

Address

5901 PEACHTREE DUNWOODY RD · BUILDING A, STE 450 · ATLANTA, GA · 30328

Phone

(770) 394-1616

Industry

Professional & Technical Services

Plan administrator