Phillips 66 Retirement Plan
Sponsored by Phillips 66 Company · EIN 371652702 · Plan #001
- Total assets
- $2.2B
- Net assets
- $2.2B
- Active participants
- 11,317
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lazard Asset Management Llc CRD 122836 | deterministic · 100% | 2024 |
| Barrow, Hanley, Mewhinney & Strauss, Llc CRD 105519 | fuzzy_auto · 98% | 2024 |
| Towers Watson Investment Services, Inc. CRD 110473 | deterministic · 100% | 2024 |
| Goldman Sachs Asset Management, L.P. CRD 107738 | fuzzy_auto · 98% | 2024 |
| Legal & General Investment Management America Inc. CRD 149156 | fuzzy_auto · 94% | 2024 |
| Principal Global Investors, Llc CRD 109002 | deterministic · 100% | 2024 |
| Mentor Capital Management Inc. CRD 123176 | fuzzy_auto · 93% | 2024 |
| Westly Capital Management, Llc CRD 161882 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Jpmorgan Chase Bank, National Assoc | Investment management, Trustee (discretionary), Investment advisory (plan) | $1,440,334 |
| Blackrock Institutional Trust Compa | Trustee (institutional), Trustee (discretionary), Investment management | $694,417 |
| Lazard Asset Management Llc | Investment management, Investment management fees (direct), Soft dollars commissions | $679,035 |
| Prudential Trust Co. | Investment management, Investment management fees (direct), Other fees | $527,209 |
| Northern Trust Company | Investment management, Trustee (institutional), Trustee (directed) | $509,379 |
| Barrow, Hanley, Mewhinney & Strauss | Investment advisory (plan), Soft dollars commissions | $374,770 |
| Hsre Core Property Fund Gp Llc | Investment management, Investment management fees (direct), Other fees | $365,030 |
| Credit Suisse | Investment management, Investment management fees (direct), Other fees | $324,724 |
| Mfs Heritage Trust Company | Investment management, Investment management fees (direct), Soft dollars commissions | $192,289 |
| Towers Watson Investment Services | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $139,294 |
| Goldman Sachs Asset Management, Lp | Investment management, Investment management fees (direct), Non-monetary compensation | $71,678 |
| Legal & General Investment Manageme | Investment management, Investment management fees (direct) | $69,959 |
| Principal Global Investors | Investment management, Soft dollars commissions, Other fees | $37,545 |
| Mellon Capital Management | Investment management, Investment management fees (direct) | $25,289 |
| Wells Capital Management | Investment management, Investment management fees (direct) | $0 |