Curtis Vincent signed Phillips & Cohen Associates, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Phillips & Cohen Associates, Ltd.'s EIN is 22-3527610.
Download the official 2024 Form 5500 (PDF) for Phillips & Cohen Associates, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Phillips & Cohen Associates, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $61K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $10.3M | 95.6% | |
| RELIANCE TRUST COMPANY RTC NYL ANCHOR ACCOUNT SERIES I · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $332K | 3.1% |
