Phipps Conservatory And Botanical Gardens Inc Retirement Plan
Sponsored by Phipps Conservatory And Botanical Gardens, Inc. · EIN 251492587 · Plan #001
- Total assets
- $7.3M
- Net assets
- $7.3M
- Active participants
- 100
- With balances
- 126
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 |
|---|---|---|
| Wellington Consulting Services Inc CRD 105837 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wellington Consulting Services, Inc | Investment advisory (participants), Investment advisory (plan), Investment management | $46,411 |
| Wellington Retirement Solutions Inc | Recordkeeping | $4,533 |
| Charles Schwab And Company | Securities brokerage | $520 |