Pha America, Inc. 401(k) Plan
Sponsored by Pha America Inc · EIN 273279619 · Plan #001
- Total assets
- $3.4M
- Net assets
- $3.4M
- Active participants
- 199
- With balances
- 305
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| The Vanguard Group, Inc. CRD 105958 | deterministic · 100% | 2024 |
| American Fundstars Financial Group Llc CRD 315860 | fuzzy_auto · 96% | 2024 |
| Dimensional Fund Advisors Lp CRD 106482 | fuzzy_auto · 94% | 2024 |
| Brandes Investment Partners, Lp CRD 105404 | fuzzy_auto · 94% | 2024 |
| Artisan Partners Uk Llp CRD 152711 | fuzzy_auto · 94% | 2024 |
| Blackrock Fund Advisors CRD 105247 | fuzzy_auto · 93% | 2024 |
| Harding Loevner Lp CRD 104543 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T. Rowe Price Rps, Inc. | Recordkeeping, Trustee (institutional), Trustee (directed) | $21,981 |
| Pimco Funds | Investment management, Shareholder servicing fees | $0 |
| Vanguard Group | Investment management, Shareholder servicing fees | $0 |
| American Funds | Investment management, Shareholder servicing fees | $0 |
| Dimensional Funds | Investment management, Shareholder servicing fees | $0 |
| Columbia Funds | Investment management, Shareholder servicing fees | $0 |
| American Century Funds | Investment management, Shareholder servicing fees | $0 |
| Fidelity | Investment management, Shareholder servicing fees | $0 |
| Victory Funds | Investment management, Shareholder servicing fees | $0 |
| Jp Morgan Funds | Investment management, Shareholder servicing fees | $0 |
| Tiaa Cref | Investment management, Shareholder servicing fees | $0 |
| Federated Funds | Investment management, Shareholder servicing fees | $0 |
| Brandes Investment Trust | Investment management, Shareholder servicing fees | $0 |
| Hartford Mutual Funds | Investment management, Shareholder servicing fees | $0 |
| Artisan Partners | Investment management, Shareholder servicing fees | $0 |
| Blackrock Funds | Investment management, Shareholder servicing fees | $0 |
| William Blair Funds | Investment management, Shareholder servicing fees | $0 |
| Bny Mellon Funds | Investment management, Shareholder servicing fees | $0 |
| Virtus Funds | Investment management, Shareholder servicing fees | $0 |
| Heartland Funds | Investment management, Shareholder servicing fees | $0 |
| Loomis Sayles Natixis Hansber | Investment management, Shareholder servicing fees | $0 |
| Allspring Global | Investment management, Shareholder servicing fees | $0 |
| Harding Loevner | Investment management, Shareholder servicing fees | $0 |