How big is Phillips, Erlewine, Given & Carlin LLP's plan?

Phillips, Erlewine, Given & Carlin LLP's plan reported $5.4M in assets and 8 participants for 2025.

Original filing (PDF)20260507154314NAL0004159808001

Phillips, Erlewine, Given & Carlin LLP

Name: Phillips, Erlewine, Given & Carlin LLP — Form 5500 Plan 001 (2025)
Creator: Phillips, Erlewine, Given & Carlin LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phillips, Erlewine, Given & Carlin LLP 401(k) Plan

401(k) retirement plan · Phillips, Erlewine, Given & Carlin LLP's Phillips, Erlewine, Given & Carlin LLP 401(k) Plan held $5.4M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

Plan identifiers

Phillips, Erlewine, Given & Carlin LLP's EIN is 94-3275659.

EIN 94-3275659

Plan number 001

Plan year 2025

ACK ID 20260507154314NAL0004159808001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Phillips, Erlewine, Given & Carlin LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Phillips, Erlewine, Given & Carlin LLP's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

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

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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 average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

PHILLIPS, ERLEWINE, GIVEN & CARLIN LLP

EIN

all filings

Address

39 MESA STREET, SUITE 201 · THE PRESIDIO · SAN FRANCISCO, CA · 94129

Phone

(415) 398-0900

Industry

Law Offices· Professional & Technical Services

Plan administrator