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

Active participants

519

Total plan assets

$6.0M

Filings (rows)

Direct comp

$27K

Indirect comp

Showing only "PHILLIPS &"

View all 4 variants aggregated →

PHILLIPS & ADVISORS15 PHILLIPS & SECURITIES12 PHILLIPS & CO3 PHILLIPS &2

SERVICES PROVIDED

Advisor / Consultant1

Other service providers1

Plans served

All 2 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
MARKET EXPRESS, LLC MARKET EXPRESS, LLC 401(K) PLAN	PORTLAND, OR	Advisor / Consultant	396	$4.1M	$15K	$0
KIRKWOOD & KIRKWOOD BIG AL'S 401(K) PROFIT SHARING PLAN AND TRUST	VANCOUVER, WA	Other service providers	123	$1.9M