Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PHELLY MATERIALS U.S.A. INC.
EIN 22-3522772import and exportLatest filing 2025
Plans
2
Retirement
2
$11.5M assets
Welfare
0
Participants
7
15 INDUSTRIAL AVENUE - UPPER SADDLE RIVER, NJ 07458201-385-5998phelly.comLinkedIn1-10 employeesimport and export
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.5M assets / 7 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#001
PHELLY MATERIALS U.S.A. INC. 401K PLAN
401k
Assets$6.4M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PHELLY MATERIALS (U.S.A.) INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$5.1M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PHELLY MATERIALS U.S.A. INC. 401K PLAN | 401k | $6.4M | 5 | 2025 | |
| 003 | PHELLY MATERIALS (U.S.A.) INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $5.1M | 2 | 2024 |
Retirement plans