Phillips & Cohen Associates 401(k) Plan
Sponsored by Phillips & Cohen Associates, Ltd · EIN 223527610 · Plan #001
- Total assets
- $10.8M
- Net assets
- $10.8M
- Active participants
- 264
- With balances
- 235
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 |
|---|---|---|
| John Hancock | Recordkeeping, Investment advisory (plan), Float revenue | $60,867 |