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Sponsor portfolio

MARK D PHILLIPS

EIN 06-1350381-legal services-Latest filing 2024
Plans
2
Retirement
2
$4.7M assets
Welfare
0
Participants
4
17 OAK RIDGE PARK - WESTPORT, CT 06880203-327-1113LinkedIn1-10 employeeslegal services
Plans on this EIN
2 filings
#110TraditionalDB-$3.5M - 2 part#101401k-$1.2M - 2 part

Retirement portfolio analytics

2 plans aggregated / $4.7M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • DEFINED BENEFIT PLAN (#110)75%
  • PROFIT SHARING PLAN (#101)25%
Total $4.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#110)2
  • PROFIT SHARING PLAN (#101)2
Total 4Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#110

MARK D. PHILLIPS DEFINED BENEFIT PLAN

TraditionalDB

Assets$3.5M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#101

MARK D PHILLIPS PROFIT SHARING PLAN

401k

Assets$1.2M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
110MARK D. PHILLIPS DEFINED BENEFIT PLANTraditionalDB$3.5M22024
101MARK D PHILLIPS PROFIT SHARING PLAN401k$1.2M22024
Retirement plans
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