Phillips Auctioneers, Llc 401(k) Profit Sharing Plan And Trust
Sponsored by Phillips Auctioneers, Llc · EIN 300159130 · Plan #001
- Total assets
- $24.1M
- Net assets
- $24.1M
- Active participants
- 268
- With balances
- 327
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 |
|---|---|---|
| Adp, Inc. | Recordkeeping, Participant loan processing, Direct payment from the plan | $96,235 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $3,120 |
| Adp Broker Dealer | Other services, Other fees | $0 |