AUMdb

Phillips Murrah P.C. 401(k) Profit Sharing Plan

Sponsored by Phillips Murrah, P.C. · EIN 731288529 · Plan #001

Total assets
$44.5M
Net assets
$44.5M
Active participants
91
With balances
131

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
Bokf, Na Custodial (securities), Investment management fees (indirect), Shareholder servicing fees $75,479
Hogan Taylor, Llp Accounting $16,875