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Sponsor portfolio

PHILLIPS LYTLE LLP

EIN 16-0505790-law practice-Latest filing 2025
Plans
3
Retirement
2
$187.7M assets
Welfare
1
$625K premiums
Participants
662
ONE CANALSIDE, 125 MAIN ST STE 800 - BUFFALO, NY 142032887716-847-8400phillipslytle.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
3 filings
#002401k-$180.7M - 343 part#003401k-$7.0M - 105 part#501Mixed-$625K - 322 lives

Retirement portfolio analytics

2 plans aggregated / $187.7M assets / 448 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • LLP RETIREMENT PLAN (#002)96%
  • ASSOCIATE RETIREMENT PLAN (#003)4%
Total $187.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
96%top
  • CHARLES SCHWAB & CO., INC.96%
  • (Not disclosed)4%
Total $187.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLP RETIREMENT PLAN (#002)343
  • ASSOCIATE RETIREMENT PLAN (#003)105
Total 448Click row to drill in

Benefits portfolio analytics

1 plan / $625K premiums / 322 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$210K
  • Dental$141K
  • Vision$141K
  • Long-term disability$137K
  • Other$112K
  • Short-term disability$26K
Total $625K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA77%
  • METROPOLITAN LIFE INSURANCE COMPANY23%
Total $625K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LAWLEY BENEFITS GROUP LLC100%
Total $37K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PHILLIPS LYTLE LLP RETIREMENT PLAN

401k

Assets$180.7M
Participants343
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

PHILLIPS LYTLE LLP ASSOCIATE RETIREMENT PLAN

401k

Assets$7.0M
Participants105
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PHILLIPS LYTLE LLP WELFARE BENEFIT PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$625K
Covered lives322
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PHILLIPS LYTLE LLP RETIREMENT PLAN401k$180.7M3432024
003PHILLIPS LYTLE LLP ASSOCIATE RETIREMENT PLAN401k$7.0M1052024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PHILLIPS LYTLE LLP WELFARE BENEFIT PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$625K3222025
Retirement plans
Welfare plans
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