Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PHILLIPS ASSOCIATES ATTORNEYS AT
EIN 46-1270759Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
3
Retirement
3
$6.6M assets
Welfare
0
Participants
137
45 BROADWAY SUITE 430 - NEW YORK, NY 10006917-282-4970
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $6.6M assets / 137 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
PHILLIPS ASSOCIATES ATTORNEYS- 401K
401k
Assets$4.3M
Participants85
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PHILLIPS & ASSOCIATES, ATTORNEYS AT LAW, PLLC CASH BALANCE PLAN
CashBalance
Assets$1.7M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PHILLIPS & ASSOCIATES, ATTORNEYS AT LAW, PLLC PROFIT SHARING PLAN
ProfitSharing
Assets$503K
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PHILLIPS ASSOCIATES ATTORNEYS- 401K | 401k | $4.3M | 85 | 2025 | |
| 002 | PHILLIPS & ASSOCIATES, ATTORNEYS AT LAW, PLLC CASH BALANCE PLAN | CashBalance | $1.7M | 23 | 2024 | |
| 003 | PHILLIPS & ASSOCIATES, ATTORNEYS AT LAW, PLLC PROFIT SHARING PLAN | ProfitSharing | $503K | 29 | 2024 |
Retirement plans