Charles Momper, Inc. Profit Sharing Plan
Sponsored by Momper Insulation, Div Of Installed Building Products, Llc · EIN 311795875 · Plan #002
- Total assets
- $12.0M
- Net assets
- $12.0M
- Active participants
- 137
- With balances
- 238
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Phillips Financial Management, Llc CRD 131344 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $12,490 |
| Phillips Financial Management | Investment advisory (plan) | $6,333 |