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

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Market Express, LLC Market Express, LLC 401(k) Plan · all filings	PORTLAND, OR	Advisor / Consultant	396	$4.1M	$15K	$0
Kirkwood & Kirkwood Big AL'S 401(k) Profit Sharing Plan and Trust · all filings	VANCOUVER, WA	Other service providers	123	$1.9M	$13K	$0