Plan Snapshot
- Plan Sponsor: Phillips Companies
- Sponsor EIN: 320031444
- Sponsor Address: 620 PHILLIPS DRIVE, BEAVERCREEK, OH, 45434
- Plan Type: 401(k)
- Total Participants: 96
- Total Assets: $21.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 96 | $21.6M | $454,211 | $624,622 |
| 2023 | 88 | $19.2M | $447,743 | $572,118 |
| 2022 | 84 | $16.6M | $437,932 | $559,673 |