Phx Holdings Retirement Plan
Sponsored by Phx Holdings Llc · EIN 832712734 · Plan #001
- Total assets
- $10.8M
- Net assets
- $10.8M
- Active participants
- 267
- With balances
- 352
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 |
|---|---|---|
| Transamerica Financial Life Ins Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $42,368 |
| Northwestern Mutual Wealth Mgmt | Investment advisory (plan) | $40,323 |
| Erisa Services Of Georgia, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $15,171 |
| Transamerica Trust Company | Trustee (institutional) | $167 |