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Home/Plans/Phillips Construction and Development Group, LLC

Original filing (PDF)20250924154516NAL0009416435001

Phillips Construction and Development Group, LLC

Form 5500-SF

FILING_RECEIVED

Phillips Construction and Development Group 401(k) Plan

401(k) retirement plan · Phillips Construction and Development Group, LLC's Phillips Construction and Development Group 401(k) Plan held $422K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

3

Accounts w/ balance

3

Plan assets (EOY)

$422K

Net assets (EOY)

$422K

Plan identifiers

Phillips Construction and Development Group, LLC's EIN is 87-3826582.

EIN 87-3826582

Plan number 001

Plan year 2024

ACK ID 20250924154516NAL0009416435001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Phillips Construction and Development Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment.

Decision-maker contacts

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

Finding similar companies…

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

86

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).

Plan sponsor

Name

PHILLIPS CONSTRUCTION AND DEVELOPMENT GROUP, LLC

EIN

Address

1808 EAST SILVER SPRINGS BOULEVARD · OCALA, FL · 34471

Phone

(352) 427-1781

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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