How big is Jeremiah Phillips, LLC.'s plan?

Jeremiah Phillips, LLC.'s plan reported $608K in assets and 109 participants for 2024.

Original filing (PDF)20251114050401NAL0002092977001

Jeremiah Phillips, LLC.

Name: Jeremiah Phillips, LLC. — Jeremiah Phillips, LLC., Form 5500 (2024)
Creator: Jeremiah Phillips, LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jeremiah Phillips, LLC. 401(k) Plan

401(k) retirement plan · Jeremiah Phillips, LLC.'s Jeremiah Phillips, LLC. 401(k) Plan held $608K in plan assets for 109 participants in 2024.

Active participants

109

Accounts w/ balance

Plan assets (EOY)

$608K

Net assets (EOY)

$608K

People on this filing

MALY Phang LE signed Jeremiah Phillips, LLC.'s 2024 Form 5500 as plan administrator.

MALY Phang LE — 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

Jeremiah Phillips, LLC.'s EIN is 81-1941878.

EIN 81-1941878

Plan number 001

Plan year 2024

ACK ID 20251114050401NAL0002092977001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jeremiah Phillips, LLC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jeremiah Phillips, LLC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score