# Phillips And Company Advisors, LLC 401(k) Plan
Source: https://planprovider.pro/companies/phillips-and-company-advisors-llc-401k-plan

> Phillips And Company Advisors, LLC's 401(k) plan: 24 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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