Phillips 66 Savings Plan
Sponsored by Phillips 66 Company · EIN 371652702 · Plan #002
- Total assets
- $7.7B
- Net assets
- $7.7B
- Active participants
- 12,051
- With balances
- 17,803
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 |
|---|---|---|
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2024 |
| Invesco Capital Management Llc CRD 125601 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Vanguard Advisers Inc. | Investment advisory (participants) | $2,997,703 |
| The Vanguard Group, Inc. | Recordkeeping, Trustee (directed), Participant loan processing | $739,479 |
| Invesco Capital Management | Investment management | $705,211 |
| Northern Trust Company | Trustee (directed) | $33,013 |