Plan Snapshot
- Plan Sponsor: Phillips And Company Advisors, LLC
- Sponsor EIN: 453709458
- Sponsor Address: 521 SW 11TH AVE #200, PORTLAND, OR, 97205
- Plan Type: 401(k)
- Total Participants: 24
- Total Assets: $11.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 24 | $11.7M | $64,842 | $232,270 |
| 2023 | 22 | $10.0M | $62,133 | $205,378 |
| 2022 | 21 | $8.3M | $60,251 | $216,218 |