Kelly Marks signed Phillips Lytle LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Phillips Lytle LLP's EIN is 16-0505790.
Download the official 2024 Form 5500 (PDF) for Phillips Lytle LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Phillips Lytle LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COURIER CAPITAL LLC | 81-0710574 | — | NONE | $40K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| % of plan | |||
|---|---|---|---|
| STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | $20.5M | 11.4% |
| COLUMBIA TR DIV INC FD INST 1 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 218 | Common Collective Trust | $9.1M | 5.0% |
| — |
| NONE |
| $1K |
| — |
