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PHILLIPS AUCTIONEERS, LLC

PHILLIPS AUCTIONEERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 14, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

59filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$2,605

Reported employer contributions per active participant.

Higher than about 78% of comparable plans
#People in the filing
268

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$305 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 14% of comparable plans
↗Investment performance
Not available

Plan assets changed 23.6%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202459out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions78th percentileTypical peer $1,523 · based on 144 comparable plans
Lower reported administrative expense14th percentileTypical peer $144 · based on 146 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, PHILLIPS AUCTIONEERS, LLC reported $698,171 in employer contributions across the plan and 268 active participants. That works out to $2,605 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy76%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 5.5%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 9.6%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context59/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$698,171
Participant contributions
$1,925,842
Other contributions
$259,727
Employer share of reported contributions
26.6%
Beginning assets
$19,533,788
Ending assets
$24,147,673
Ending net assets
$24,147,673
Ending liabilities
Not reported
Total income
$6,026,665
Total expenses
$1,412,780
Administrative expenses
$99,355
Participant loans
$164,630

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$2,758
2023
$2,750
2024
$2,605
Plan-paid administrative expenses per participant
2022
$278
2023
$263
2024
$305
Active participants
2022
208
2023
240
2024
268
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$2,60526824.1M20251014121234NAL0005774834007
2023$2,75024019.5M20241015223036NAL0031049409001
2022$2,75820814.7M20231017003851NAL0039299713001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
0.7%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
300159130-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 2014
Industry
Industry group 453
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2S2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
ALLIANZ GLOBAL INVESTORS DISTRIBUTO2024Not reportedunknown
ALLSPRING GLOBAL INVESTMENTS2024Not reportedunknown
AMERICAN FUNDS DISTRIBUTORS, INC.2024Not reportedunknown
BLACKROCK INVESTMENTS, INC.2024Not reportedunknown
COHEN & STEERS CAPITAL MANAGEMENT2024Not reportedunknown
DELAWARE INVESTMENTS2024Not reportedunknown
FEF DISTRIBUTORS, LLC2024Not reportedunknown
MFS FUND DISTRIBUTORS, INC.2024Not reportedunknown
NORTHERN TRUST2024Not reportedunknown
PRUDENTIAL INVESTMENTS LLC2024Not reportedunknown
TIAA-CREF FUNDS2024Not reportedunknown
TRANSAMERICA RETIREMENT SOLUTIONS2024Not reportedunknown
VANGUARD2024Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20251014121234NAL0005774834007
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗