Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan
Sponsored by Taylor, Porter, Brooks & Phillips, L.L.P. · EIN 720402904 · Plan #001
- Total assets
- $56.0M
- Net assets
- $56.0M
- Active participants
- 90
- With balances
- 127
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, Total participant-directed account
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).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $540 |
| Charles Schwab & Co., Inc. | Securities brokerage | $0 |