AUMdb

Phillips' Companies 401(k) Plan

Sponsored by The Villas Of Holly Brook Senior Living, Llc · EIN 814466361 · Plan #001

Total assets
$4.3M
Net assets
$4.3M
Active participants
379
With balances
379

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
Vestwell Contract administrator, Investment advisory (plan), Investment management fees (direct) $70,107