PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. PHILLIPS LAW PARTNERS, LLP
Sponsor portfolio

PHILLIPS LAW PARTNERS, LLP

EIN 27-3707378-law practice-Latest filing 2025
Plans
3
Retirement
3
$21.0M assets
Welfare
0
Participants
43
707 WILSHIRE BLVD STE 3800 - LOS ANGELES, CA 900173541213-680-9212phillipslawpartners.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
3 filings
#002401k-$9.6M - 16 part#001ProfitSharing-$8.6M - 17 part#003CashBalance-$2.9M - 10 part

Retirement portfolio analytics

3 plans aggregated / $21.0M assets / 43 participants

Assets by plan

Share of aggregate retirement assets

45%top
  • PROFIT SHARING PLAN (#002)45%
  • PROFIT SHARING PLAN (#001)41%
  • CASH BALANCE PLAN (#003)14%
Total $21.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)17
  • PROFIT SHARING PLAN (#002)16
  • CASH BALANCE PLAN (#003)10
Total 43Click row to drill in

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 LAW PARTNERS, LLP 401(K) PROFIT SHARING PLAN

401k

Assets$9.6M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PHILLIPS LAW PARTNERS, LLP PROFIT SHARING PLAN

ProfitSharing

Assets$8.6M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

PHILLIPS LAW PARTNERS, LLP CASH BALANCE PLAN

CashBalance

Assets$2.9M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002PHILLIPS LAW PARTNERS, LLP 401(K) PROFIT SHARING PLAN401k$9.6M162025
001PHILLIPS LAW PARTNERS, LLP PROFIT SHARING PLANProfitSharing$8.6M172024
003PHILLIPS LAW PARTNERS, LLP CASH BALANCE PLANCashBalance$2.9M102024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica