Phifer Retirement And 401(k) Savings Plan
Sponsored by Phifer Incorporated · EIN 630441784 · Plan #004
- Total assets
- $184M
- Net assets
- $184M
- Active participants
- 1,132
- With balances
- 1,295
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement Plan Svcs. | Recordkeeping, Float revenue, Recordkeeping fees | $44,607 |
| Morgan Stanley | Investment advisory (plan) | $0 |