PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Phillips Lytle LLP
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Phillips Lytle LLP

EIN 16-0505790-law practice-Latest filing 2025
Plans
3
Retirement
2
$205.9M assets
Health & Benefits
1
$625K premiums
Participants
669
ONE CANALSIDE, 125 MAIN STREET - BUFFALO, NY 142032887716-847-8400phillipslytle.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
3 filings
#002401(k)-$197.4M - 341 part#003401(k)-$8.5M - 114 part#501Mixed-$625K - 322 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $205.9M assets / 455 participants

Assets by plan

Share of aggregate retirement assets

  • LLP RETIREMENT PLAN (#002)$197.4M
  • ASSOCIATE RETIREMENT PLAN (#003)$8.5M
Total $205.9MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • CHARLES SCHWAB & CO., INC.$197.4M
  • (Not disclosed)$8.5M
Total $205.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • LLP RETIREMENT PLAN (#002)341
  • ASSOCIATE RETIREMENT PLAN (#003)114
Total 455Select a row to open it

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
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

PHILLIPS LYTLE LLP RETIREMENT PLAN

401(k)

Assets$197.4M
Participants341
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

PHILLIPS LYTLE LLP ASSOCIATE RETIREMENT PLAN

401(k)

Assets$8.5M
Participants114
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

PHILLIPS LYTLE LLP WELFARE BENEFIT PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$625K
Covered lives322
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002PHILLIPS LYTLE LLP RETIREMENT PLAN401(k)$197.4M3412025
#003PHILLIPS LYTLE LLP ASSOCIATE RETIREMENT PLAN401(k)$8.5M1142025
  • PHILLIPS LYTLE LLP RETIREMENT PLAN$197.4M
    #002 · 401(k) · 2025341
  • PHILLIPS LYTLE LLP ASSOCIATE RETIREMENT PLAN$8.5M
    #003 · 401(k) · 2025114

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501PHILLIPS LYTLE LLP WELFARE BENEFIT PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$625K3222025
  • PHILLIPS LYTLE LLP WELFARE BENEFIT PLAN$625K
    #501 · Mixed · PRUDENTIAL INSURANCE COMPANY OF AMERICA · 2025322
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica