Assets by plan
Share of aggregate retirement assets
Filings through .
Wright & Phillips
EIN 64-0538348Latest filing 2025
Plans
2
Retirement
2
$1.3M assets
Health & Benefits
0
Participants
8
P. O. BOX 436, 101 N VAN BUREN ST - CARTHAGE, MS 39051601-267-8061
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 8 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
WRIGHT & PHILLIPS SELF EMPLOYED PROFIT SHARING PLAN
Money purchase
Assets$800K
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
WRIGHT & PHILLIPS SELF EMPLOYED MONEY PURCHASE PLAN
Money purchase
Assets$475K
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | WRIGHT & PHILLIPS SELF EMPLOYED PROFIT SHARING PLAN | Money purchase | $800K | 4 | 2025 |
| #002 | WRIGHT & PHILLIPS SELF EMPLOYED MONEY PURCHASE PLAN | Money purchase | $475K | 4 | 2025 |
- #001 · Money purchase · 20254
- #002 · Money purchase · 20254
Retirement plans