Phase2 Technology Llc 401(k) Profit Sharing Plan And Trust
Sponsored by Phase2 Technology, Llc · EIN 542058155 · Plan #001
- Total assets
- $21.1M
- Net assets
- $21.1M
- Active participants
- 129
- With balances
- 279
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 |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Investment management fees (indirect), Shareholder servicing fees, Sub-transfer agency fees | $55,621 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $35,114 |
| Adp Broker Dealer | Other services, Other fees | $0 |