Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NANCY PHILLIPS ASSOCIATES, LLC
EIN 11-3031332automotiveLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
13
111 WATER STREET PO BOX 70 - EXETER, NH 03833603-658-0004nancyphillips.comLinkedIn1-10 employeesautomotive
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 13 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
NANCY PHILLIPS ASSOCIATES CASH BALANCE PLAN
CashBalance
Assets$578K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
NANCY PHILLIPS ASSOCIATES 401(K) PLAN
401k
Assets$526K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | NANCY PHILLIPS ASSOCIATES CASH BALANCE PLAN | CashBalance | $578K | 6 | 2024 | |
| 001 | NANCY PHILLIPS ASSOCIATES 401(K) PLAN | 401k | $526K | 7 | 2024 |
Retirement plans