Portland Bottling Company 401(k) Profit Sharing Plan & Trust
Sponsored by Portland Bottling Company · EIN 710870520 · Plan #001
- Total assets
- $4.7M
- Net assets
- $4.7M
- Active participants
- 155
- With balances
- 192
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 |
|---|---|---|
| Phillips And Company Advisors Llc CRD 167214 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Paychex, Inc. | Recordkeeping | $16,638 |
| Phillips And Company Advisors Llc | Investment advisory (participants) | $11,076 |