Phillips Service Industries, Inc. Savings And Retirement Plan
Sponsored by Phillips Service Industries, Inc. · EIN 382509613 · Plan #001
- Total assets
- $29.1M
- Net assets
- $29.1M
- Active participants
- 127
- With balances
- 232
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners, Llc | Investment advisory (plan) | $42,747 |
| Empower Annuity Insurance Company | Recordkeeping fees | $10,483 |
| Nbt Bank Na Dba Tpa Experts | Contract administrator | $2,436 |