Phb, Inc. Employees Profit Sharing Plan
Sponsored by Phb, Inc. · EIN 251490822 · Plan #001
- Total assets
- $29.3M
- Net assets
- $29.3M
- Active participants
- 248
- With balances
- 289
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 |
|---|---|---|
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $112,137 |
| Charles Schwab & Co., Inc. | Investment advisory (participants) | $161 |
| Lpl Financial Llc | Other commissions | $0 |