AUMdb

The Phillies 401(k) Incentive Savings Plan

Sponsored by The Phillies · EIN 232186951 · Plan #004

Total assets
$82.1M
Net assets
$82.1M
Active participants
487
With balances
488

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $18,643