Phantom Administrative Retirement Savings Plan
Sponsored by Phantom Administrative Llc · EIN 814654467 · Plan #005
- Total assets
- $12.7M
- Net assets
- $12.7M
- Active participants
- 1,156
- With balances
- 355
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 |
|---|---|---|
| Southbridge Advisors, Llc CRD 306075 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Recordkeeping, Custodial (other), Custodial (securities) | $41,590 |
| Southbridge Advisors, Llc | Investment management, Investment management fees (direct) | $28,458 |
| Pension Financial Services, Inc. | Contract administrator, Consulting (pension) | $3,350 |