AUMdb

Phaidon International 401(k) Plan

Sponsored by Phaidon International (U.S.) Inc. · EIN 990381737 · Plan #001

Total assets
$8.2M
Net assets
$8.2M
Active participants
633
With balances
434

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $112,860
Associated Pension Consultants Contract administrator, Direct payment from the plan, Other services $5,811
Janney Montgomery Scott Llc Other services, Other commissions, Other fees $0
Wilshire Associates Incorporated Investment advisory (plan), Other investment fees and expenses $0