Phillips Mushroom Farms 401 K Plan
Sponsored by Phillips Mushroom Farms, L.P. · EIN 231630612 · Plan #001
- Total assets
- $24.4M
- Net assets
- $24.4M
- Active participants
- 493
- With balances
- 328
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 |
|---|---|---|
| Valley Forge Investment Consultants, Inc. CRD 123898 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Valley Forge Investment Company | Investment advisory (participants) | $45,442 |
| John Hancock Life Insurance Company | Recordkeeping | $13,986 |