The Phillips Corporation Retirement Plan
Sponsored by Phillips Corporation · EIN 520736062 · Plan #002
- Total assets
- $36.8M
- Net assets
- $36.8M
- Active participants
- 330
- With balances
- 365
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 |
|---|---|---|
| Columbia Benefits Consulants, Inc. | Plan administrator, Recordkeeping, Participant loan processing | $30,043 |
| Lpl Financial | Trustee (individual) | $25,000 |
| American Trust | Trustee (discretionary), Contract administrator, Recordkeeping | $7,957 |