Original filing (PDF)20250414175939NAL0003717920001

PHILPOTTS & ASSOCIATES, INC.

Name: PHILPOTTS & ASSOCIATES, INC. — PHILPOTTS & ASSOCIATES, INC. 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2023)
Creator: PHILPOTTS & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

PHILPOTTS & ASSOCIATES, INC. 401(K) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.4M

Net assets (EOY)

$7.4M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHILPOTTS & ASSOCIATES, INC..

Plan sponsor

Name

PHILPOTTS & ASSOCIATES, INC.

EIN