Phd, Inc. Profit Sharing Plan
Sponsored by Partners Hair Design Group, Inc. · EIN 541462492 · Plan #001
- Total assets
- $14.8M
- Net assets
- $14.8M
- Active participants
- 230
- With balances
- 226
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 |
|---|---|---|
| Truist Advisory Services, Inc. CRD 283390 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $34,014 |
| Truist Advisory Services Inc | Investment advisory (plan) | $27,906 |