How big is Phillips Fleet Services' plan?

Phillips Fleet Services' plan reported $545 in assets and 3 participants for 2024.

Original filing (PDF)20250523133332NAL0005861904001

Phillips Fleet Services

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

Form 5500-SF

FILING_RECEIVED

Phillips Fleet Services 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Phillips Fleet Services' Phillips Fleet Services 401(k) Profit Sharing Plan & Trust held $545 in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$545

Net assets (EOY)

$545

People on this filing

Edward Rojas signed Phillips Fleet Services' 2024 Form 5500 as plan administrator.

Edward Rojas — 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 Fleet Services' EIN is 87-4292513.

EIN 87-4292513

Plan number 001

Plan year 2024

ACK ID 20250523133332NAL0005861904001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Phillips Fleet Services' plan includes profit-sharing, 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 PHILLIPS FLEET SERVICES.

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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