AUMdb

Phillips Foods, Inc. 401 K Profit Sharing Plan

Sponsored by Phillips Foods, Inc. · EIN 521624247 · Plan #001

Total assets
$11.7M
Net assets
$11.7M
Active participants
123
With balances
143

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Empower Advisory Group, Llc CRD 112058 fuzzy_auto · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Envestnet Retirement Solutions, Llc Other fees $5,246
Empower Advisor Group, Llc Investment management $3,293
Retirement Planners & Administrator Contract administrator $2,500
Empower Annuity Insurance Co Of Ame Recordkeeping fees $1,971
Osaic Fs Inc Other commissions $0