Phi Group, Inc. 401(k) Retirement Plan
Sponsored by Phi Group, Inc. · EIN 842513763 · Plan #002
- Total assets
- $427M
- Net assets
- $427M
- Active participants
- 2,040
- With balances
- 2,639
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc | Investment advisory (plan) | $117,145 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $96,320 |
| Jones Walker Llp | Legal | $56,573 |
| Empower Advisory Group, Llc | Investment management | $34,266 |
| Pension Assurance Llp | Accounting | $22,000 |
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $9,962 |
| Eisner Amper Llp | Contract administrator | $7,500 |