Form 5500 Search

PHILLIPS &

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
32
Active participants
42,172
Total plan assets
$618.4M
Filings (rows)
32
Direct comp
$1.2M
Indirect comp
$0
Aggregating 4 name variants under "PHILLIPS &"

SERVICES PROVIDED

Advisor / Consultant27
Other5

Top plans served

All 32 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
NLIGHT, INC.
NLIGHT, INC. 401(K) PLAN
CAMAS, WA
Advisor / Consultant
ADVISOR
636$69.4M$44K
NLIGHT, INC.
NLIGHT, INC. 401(K) PLAN
CAMAS, WA
Advisor / Consultant
ADVISOR
645$56.6M$78K
PREMERE REHAB, LLC
PREMERE REHAB, LLC 401(K) PLAN
TUALATIN, OR
Advisor / Consultant
ADVISOR
660$49.5M$50K
PREMERE REHAB, LLC
PREMERE REHAB, LLC 401(K) PLAN
TUALATIN, OR
Advisor / Consultant
ADVISOR
813$47.6M$54K
NLIGHT, INC.
NLIGHT, INC. 401(K) PLAN
CAMAS, WA
Advisor / Consultant
ADVISOR
693$45.2M$73K
AVAMERE HEALTH SERVICES, LLC
AVAMERE HEALTH SERVICES 401(K) PLAN
WILSONVILLE, OR
Advisor / Consultant
INVESTMENT ADVISOR
7,651$42.4M$99K
PREMERE REHAB, LLC
PREMERE REHAB, LLC 401(K) PLAN
TUALATIN, OR
Advisor / Consultant
ADVISOR
1,308$41.7M$56K
AVAMERE HEALTH SERVICES, LLC
AVAMERE HEALTH SERVICES 401(K) PLAN
WILSONVILLE, OR
Advisor / Consultant
INVESTMENT ADVISOR
5,213$34.8M$153K
AVAMERE HEALTH SERVICES, LLC
AVAMERE HEALTH SERVICES 401(K) PLAN
WILSONVILLE, OR
Advisor / Consultant
INVESTMENT ADVISOR
8,933$32.3M$43K
CASCADIA HEALTHCARE
CASCADIA HEALTHCARE 401(K) PLAN
EAGLE, ID
Advisor / Consultant
INVESTMENT ADVISOR
3,807$26.9M$80K
CASCADIA HEALTHCARE
CASCADIA HEALTHCARE 401(K) PLAN
EAGLE, ID
Advisor / Consultant
INVESTMENT ADVISOR
3,368$19.4M$51K
AERO AIR, LLC
AERO AIR, LLC 401(K) PROFIT SHARING PLAN AND TRUST
HILLSBORO, OR
Advisor / Consultant
INVESTMENT ADVISOR
208$14.2M$32K
R.L.K. AND COMPANY
TIMBERLINE LODGE EMPLOYEE SAVINGS AND PROTECTION PLAN
GOVERNMENT CAMP, OR
Advisor / Consultant
ADVISOR
1,066$13.8M$31K
R.L.K. AND COMPANY
TIMBERLINE LODGE EMPLOYEE SAVINGS AND PROTECTION PLAN
GOVERNMENT CAMP, OR
Advisor / Consultant
ADVISOR
281$12.3M$27K
RAM ENTERPRISE, INC.
RAM ENTERPRISE, INC. 401(K) PROFIT SHARING PLAN
ELKO, NV
Advisor / Consultant
ADVISOR
285$12.2M$30K
AERO AIR, LLC
AERO AIR, LLC 401(K) PROFIT SHARING PLAN AND TRUST
HILLSBORO, OR
Advisor / Consultant
INVESTMENT ADVISOR
198$11.9M$27K
CASCADIA HEALTHCARE
CASCADIA HEALTHCARE 401(K) PLAN
EAGLE, ID
Advisor / Consultant
INVESTMENT ADVISOR
2,597$11.6M$35K
R.L.K. AND COMPANY
TIMBERLINE LODGE EMPLOYEE SAVINGS AND PROTECTION PLAN
GOVERNMENT CAMP, OR
Advisor / Consultant
ADVISOR
228$10.6M$28K
AERO AIR, LLC
AERO AIR, LLC 401(K) PROFIT SHARING PLAN AND TRUST
HILLSBORO, OR
Advisor / Consultant
INVESTMENT ADVISOR
209$10.2M$24K
RAM ENTERPRISE, INC.
RAM ENTERPRISE, INC. 401(K) PROFIT SHARING PLAN
ELKO, NV
Advisor / Consultant
ADVISOR
198$9.6M$23K
RAM ENTERPRISE, INC.
RAM ENTERPRISE, INC. 401(K) PROFIT SHARING PLAN
ELKO, NV
Advisor / Consultant
ADVISOR
108$7.5M$23K
TILLAMOOK COUNTRY SMOKER, LLC
PNWE-TILLAMOOK COUNTRY SMOKER, LLC 401(K) SAV
BAY CITY, OR
Other
NONE
428$5.9M$20K
TILLAMOOK COUNTRY SMOKER, LLC
PNWE-TILLAMOOK COUNTRY SMOKER, LLC 401(K) SAV
BAY CITY, OR
Other
NONE
472$5.5M$17K
MARKET EXPRESS, LLC
MARKET EXPRESS, LLC 401(K) PLAN
PORTLAND, OR
Other
NONE
374$5.4M$14K
TILLAMOOK COUNTRY SMOKER, LLC
PNWE-TILLAMOOK COUNTRY SMOKER, LLC 401(K) SAVINGS PLAN
BAY CITY, OR
Other
NONE
501$4.9M$17K
MARKET EXPRESS, LLC
MARKET EXPRESS, LLC 401(K) PLAN
PORTLAND, OR
Advisor / Consultant
INVESTMENT ADVISOR
396$4.1M$15K
NFN INVESTMENTS, LLC
NFN INVESTMENTS RETIREMENT PLAN
PORTLAND, OR
Advisor / Consultant
INVESTMENT ADVISOR
144$3.0M$10K
NFN INVESTMENTS, LLC
NFN INVESTMENTS RETIREMENT PLAN
PORTLAND, OR
Advisor / Consultant
INVESTMENT ADVISOR
152$2.6M$9K
NFN INVESTMENTS, LLC
NFN INVESTMENTS RETIREMENT PLAN
PORTLAND, OR
Advisor / Consultant
INVESTMENT ADVISOR
223$2.5M$8K
PIG 'N PANCAKE INC
PIG 'N PANCAKE INC 401(K) PROFIT SHARING PLAN
SEASIDE, OR
Advisor / Consultant
INVESTMENT ADVISOR
136$2.4M$10K
KIRKWOOD & KIRKWOOD
BIG AL'S 401(K) PROFIT SHARING PLAN AND TRUST
VANCOUVER, WA
Other
NONE
123$1.9M$13K
LIFE SCIENCE OUTSOURCING, INC.
LIFE SCIENCE OUTSOURCING, INC. 401(K) PLAN
BREA, CA
Advisor / Consultant
INVESTMENT ADVISOR
118$544K$334