Gerald H. Phipps, Inc. Employee's 401(k) Plan
Sponsored by Gerald H. Phipps, Inc. · EIN 840423359 · Plan #011
- Total assets
- $19.0M
- Net assets
- $19.0M
- Active participants
- 234
- With balances
- 267
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $42,640 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $30,514 |