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  2. BRYAN J. PHILLIPS, M.D., S.C.
Sponsor portfolio

BRYAN J. PHILLIPS, M.D., S.C.

EIN 38-3646745-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$8.6M assets
Welfare
0
Participants
27
718 S. WEBER RD. - BOLINGBROOK, IL 60490630-378-4799
Plans on this EIN
2 filings
#002CashBalance-$4.5M - 10 part#001401k-$4.1M - 17 part

Retirement portfolio analytics

2 plans aggregated / $8.6M assets / 27 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • PLAN & TRUST (#002)53%
  • PLAN & TRUST (#001)47%
Total $8.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)17
  • PLAN & TRUST (#002)10
Total 27Click 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

BRYAN J. PHILLIPS, M.D., S.C. CASH BALANCE PENSION PLAN & TRUST

CashBalance

Assets$4.5M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

BRYAN J. PHILLIPS, M.D., S.C. 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$4.1M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BRYAN J. PHILLIPS, M.D., S.C. CASH BALANCE PENSION PLAN & TRUSTCashBalance$4.5M102024
001BRYAN J. PHILLIPS, M.D., S.C. 401(K) PROFIT SHARING PLAN & TRUST401k$4.1M172024
Retirement plans
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