AUMdb

Phm Brands, Llc 401(k) Retirement Plan

Sponsored by Phm Brands, Llc · EIN 824032762 · Plan #001

Total assets
$5.5M
Net assets
$5.5M
Active participants
123
With balances
181

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
July Business Services Llc Recordkeeping $41,697
Dubuque Bank And Trust Company Recordkeeping, Trustee (institutional), Trustee (discretionary) $31,487