Phe, Inc. Employees 401(k) And Profit Sharing Plan And Trust
Sponsored by Phe, Inc. · EIN 561335746 · Plan #001 · Hillsborough, NC
- Total assets
- $39.4M
- Net assets
- $39.4M
- Active participants
- 228
- With balances
- 273
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 |
|---|---|---|
| Gordon Asset Management Llc CRD 137136 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mvp Plan Administrators, Inc. | Contract administrator, Recordkeeping, Consulting (general) | $37,247 |
| Gordon Asset Management, Llc | Investment advisory (participants), Investment advisory (plan), Named fiduciary | $26,847 |
| Charles Schwab Trust Bank | Custodial (securities), Participant loan processing, Shareholder servicing fees | $8,192 |