AUMdb

Phenix Label Co., Inc. 401(k) Plan

Sponsored by Phenix Label Company, Inc. · EIN 481074424 · Plan #001

Total assets
$16.5M
Net assets
$16.5M
Active participants
125
With balances
152

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
Phd Consulting Llc CRD 304989 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Phd Consulting Llc Investment advisory (plan) $46,527
Admin. Group, Llc Dba Tag Resources Recordkeeping, Participant loan processing, Recordkeeping fees $5,055
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $1,613