AUMdb

Phelan Insurance Agency, Inc. 401(k) Retirement Saving Plan

Sponsored by Phelan Insurance Agency, Inc. · EIN 340900043 · Plan #001 · Versailles, OH

Total assets
—
Net assets
—
Active participants
41
With balances
39

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

No Schedule C on file for this plan year.