The Phillips Collection Tax Deferred Plan
Sponsored by The Phillips Collection · EIN 530204620 · Plan #002
- Total assets
- $16.9M
- Net assets
- $16.9M
- Active participants
- 173
- With balances
- 267
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Recordkeeping fees, Participant loan processing, Other fees | $24,945 |
| Merrill Lynch Retirement & Benefit | Investment advisory (plan), Direct payment from the plan | $21,686 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $1,024 |