AUMdb

Phillips Precision Inc. 401 K

Sponsored by Phillips Precision Inc · EIN 222071997 · Plan #002

Total assets
$7.5M
Net assets
$7.5M
Active participants
258
With balances
187

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
Raymond James Financial Service Recordkeeping, Trustee (institutional), Other services $27,057
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $5,545