Phdata 401(k) Plan
Sponsored by Phdata Inc · EIN 472418349 · Plan #001
- Total assets
- $27.4M
- Net assets
- $27.4M
- Active participants
- 313
- With balances
- 353
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).
| Provider | Services | Direct comp |
|---|---|---|
| Guideline, Inc. | Plan administrator, Recordkeeping, Consulting (general) | $18,143 |
| Benefit Trust Company | Custodial (other), Custodial (securities) | $0 |