Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
ProfitSharing
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PHILLIPS LAW PARTNERS, LLP 401(K) PROFIT SHARING PLAN | 401k | $9.6M | 16 | 2025 | |
| 001 | PHILLIPS LAW PARTNERS, LLP PROFIT SHARING PLAN | ProfitSharing | $8.6M | 17 | 2024 | |
| 003 | PHILLIPS LAW PARTNERS, LLP CASH BALANCE PLAN | CashBalance | $2.9M | 10 | 2024 |