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J. PHILLIPS INVESTMENTS, LLC

EIN 26-3648148-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$2.6M assets
Welfare
0
Participants
3
20 3RD STREET, SW, SUITE 301 - WINTER HAVEN, FL 33880863-294-3875j-phillips-investments-llc.hub.bizLinkedIn1-10 employees
Plans on this EIN
1 filing
#001401k-$2.6M - 3 part

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Retirement#001

J. PHILLIPS INVESTMENTS, LLC RETIREMENT TRUST

401k

Assets$2.6M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001J. PHILLIPS INVESTMENTS, LLC RETIREMENT TRUST401k$2.6M32025
Retirement plans
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