How big is The Frank Phillips Foundation, Inc.'s plan?

The Frank Phillips Foundation, Inc.'s plan reported $1.1M in assets and 27 participants for 2024.

Original filing (PDF)20250721095702NAL0000567523001

The Frank Phillips Foundation, Inc.

Name: The Frank Phillips Foundation, Inc. — The Frank, Form 5500 (2024)
Creator: The Frank Phillips Foundation, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Frank Phillips Foundation 401(k) Plan

401(k) retirement plan · The Frank Phillips Foundation, Inc.'s The Frank Phillips Foundation 401(k) Plan held $1.1M in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Marcus Bowie signed The Frank Phillips Foundation, Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

The Frank Phillips Foundation, Inc.'s EIN is 73-0636562.

EIN 73-0636562

Plan number 002

Plan year 2024

ACK ID 20250721095702NAL0000567523001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Frank Phillips Foundation, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Frank Phillips Foundation, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off