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  2. LOUISE PHILLIPS, LLC
Sponsor portfolio

LOUISE PHILLIPS, LLC

EIN 46-3088910-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
9
310 WEST END AVE, 14A - NEW YORK, NY 10023917-846-8640LinkedIn1-10 employees
Plans on this EIN
2 filings
#001TraditionalDB-$2.4M - 4 part#002ProfitSharing-$359K - 5 part

Retirement portfolio analytics

2 plans aggregated / $2.7M assets / 9 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • PHILLIPS, LLC PENSION (#001)87%
  • LLC RETIREMENT PLAN (#002)13%
Total $2.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLC RETIREMENT PLAN (#002)5
  • PHILLIPS, LLC PENSION (#001)4
Total 9Click 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#001

LOUISE PHILLIPS, LLC PENSION PLAN

TraditionalDB

Assets$2.4M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LOUISE PHILLIPS, LLC RETIREMENT PLAN

ProfitSharing

Assets$359K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LOUISE PHILLIPS, LLC PENSION PLANTraditionalDB$2.4M42024
002LOUISE PHILLIPS, LLC RETIREMENT PLANProfitSharing$359K52025
Retirement plans
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