Phillips Lytle Llp Retirement Plan
Sponsored by Phillips Lytle Llp · EIN 160505790 · Plan #002
- Total assets
- $181M
- Net assets
- $181M
- Active participants
- 246
- With balances
- 330
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 |
|---|---|---|
| Courier Capital, Llc CRD 282485 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Courier Capital Llc | Investment advisory (participants), Direct payment from the plan | $39,888 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $27,184 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $1,285 |