Phase Ii Products, Inc. Employee Savings Plan & Trust
Sponsored by Phase Ii Products, Inc. · EIN 330884850 · Plan #001
- Total assets
- —
- Net assets
- —
- Active participants
- 24
- With balances
- 24
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 |
|---|---|---|
| Jp Morgan Brokerdealer Holdings Inc | Investment advisory (plan) | $103,544 |
| P J Wilson Llc | Account maintenance fees | $5,200 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $0 |