PHILLIPS FINANCIAL
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
38
Active participants
62,664
Total plan assets
$8.1B
Filings (rows)
38
Direct comp
$1.2M
Indirect comp
$146K
Aggregating 3 name variants under "PHILLIPS FINANCIAL"
SERVICES PROVIDED
Advisor / Consultant17
Other16
Broker3
Insurance2
Top plans served
All 38 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| INDIANA UNIVERSITY HEALTH INC. IU HEALTH 401(K) SAVINGS PLAN | INDIANAPOLIS, IN | Other NONE | 40,158 | $4.5B | $8K |
| BARNES & THORNBURG LLP BARNES & THORNBURG LLP PROFIT SHARING PLAN | INDIANAPOLIS, IN | Other NONE | 1,515 | $753.5M | $9K |
| BARNES & THORNBURG LLP BARNES & THORNBURG LLP PROFIT SHARING PLAN | INDIANAPOLIS, IN | Other NONE | 1,455 | $658.0M | $8K |
| BARNES & THORNBURG LLP BARNES & THORNBURG LLP PROFIT SHARING PLAN | INDIANAPOLIS, IN | Other NONE | 1,321 | $532.1M | $8K |
| ENPRO INC. ENPRO INDUSTRIES, INC. RETIREMENT SAVINGS PLAN | CHARLOTTE, NC | Other NONE | 1,958 | $373.1M | $6K |
| NIBE ENERGY SYSTEMS, INC. NIBE USA 401(K) RETIREMENT PLAN | FT. WAYNE, IN | Advisor / Consultant ADVISOR | 2,859 | $157.4M | $161K |
| NIBE ENERGY SYSTEMS, INC. NIBE USA 401(K) RETIREMENT PLAN | FT. WAYNE, IN | Advisor / Consultant ADVISOR | 2,787 | $139.0M | $137K |
| EASTERN RADIOLOGISTS, INC. EASTERN RADIOLOGISTS, INC. PROFIT SHARING PLAN AND TRUST | GREENVILLE, NC | Other NONE | 216 | $132.5M | $9K |
| EASTERN RADIOLOGISTS, INC. EASTERN RADIOLOGISTS, INC. PROFIT SHARING PLAN AND TRUST | GREENVILLE, NC | Other NONE | 219 | $113.4M | $7K |
| NIBE ENERGY SYSTEMS, INC. NIBE USA 401(K) RETIREMENT PLAN | FT. WAYNE, IN | Advisor / Consultant ADVISOR | 2,553 | $110.8M | $125K |
| EASTERN RADIOLOGISTS, INC. EASTERN RADIOLOGISTS, INC. PROFIT SHARING PLAN AND TRUST | GREENVILLE, NC | Other NONE | 209 | $94.0M | $6K |
| C & A TOOL ENGINEERING, INC. C & A TOOL ENGINEERING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST | CHURUBUSCO, IN | Advisor / Consultant INVESTMENT ADVISOR | 561 | $44.6M | $31K |
| C & A TOOL ENGINEERING, INC. C & A TOOL ENGINEERING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST | CHURUBUSCO, IN | Advisor / Consultant INVESTMENT ADVISOR | 566 | $41.0M | $38K |
| FORT WAYNE MEDICAL ONCOLOGY AND HEMATOLOGY, INC. FORT WAYNE MEDICAL ONCOLOGY AND HEMATOLOGY, INC. 401(K) PLAN | FORT WAYNE, IN | Broker BROKERAGE INVESTMENT ADV | 170 | $38.3M | $2K |
| C & A TOOL ENGINEERING, INC. C & A TOOL ENGINEERING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST | CHURUBUSCO, IN | Advisor / Consultant INVESTMENT ADVISOR | 525 | $36.3M | $40K |
| FORT WAYNE MEDICAL ONCOLOGY AND HEMATOLOGY, INC. FORT WAYNE MEDICAL ONCOLOGY AND HEMATOLOGY, INC. 401(K) PLAN | FORT WAYNE, IN | Broker BROKERAGE INVESTMENT ADVI | 169 | $35.3M | $2K |
| EAR, NOSE & THROAT ASSOCIATES, P.C. EAR, NOSE & THROAT ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN AND TRUST | FORT WAYNE, IN | Advisor / Consultant INVESTMENT ADVISOR | 141 | $31.3M | $34K |
| FORT WAYNE MEDICAL ONCOLOGY AND HEMATOLOGY, INC. FORT WAYNE MEDICAL ONCOLOGY AND HEMATOLOGY, INC. 401(K) PLAN | FORT WAYNE, IN | Broker BROKERAGE INVESTMENT ADVI | 157 | $29.9M | $1K |
| MICROPULSE, INC. MICROPULSE, INC. 401(K) PLAN | COLUMBIA CITY, IN | Advisor / Consultant INVESTMENT ADVISORY | 529 | $28.8M | $59K |
| EAR, NOSE & THROAT ASSOCIATES, P.C. EAR, NOSE & THROAT ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN AND TRUST | FORT WAYNE, IN | Advisor / Consultant INVESTMENT ADVISOR | 148 | $26.3M | $8K |
| MICROPULSE, INC. MICROPULSE, INC. 401(K) PLAN | COLUMBIA CITY, IN | Advisor / Consultant INVESTMENT ADVISORY | 485 | $24.2M | $52K |
| EAR, NOSE & THROAT ASSOCIATES, P.C. EAR, NOSE & THROAT ASSOCIATES, P. C. RETIREMENT SAVINGS P & T | FORT WAYNE, IN | Advisor / Consultant ADVISOR | 97 | $22.4M | $14K |
| LH CARBIDE TOOL & DIE CORPORATION LH CARBIDE PROFIT SHARING & SALARY SAVINGS PLAN | FORT WAYNE, IN | Other SERVICE PROVIDER | 235 | $22.1M | $0 |
| LH CARBIDE TOOL & DIE CORPORATION LH CARBIDE PROFIT SHARING & SALARY SAVINGS PLAN | FORT WAYNE, IN | Other SERVICE PROVIDER | 246 | $20.9M | $0 |
| MICROPULSE, INC. MICROPULSE, INC. 401(K) PLAN | COLUMBIA CITY, IN | Advisor / Consultant INVESTMENT ADVISORY | 440 | $19.8M | $50K |
| LH CARBIDE TOOL & DIE CORPORATION LH CARBIDE PROFIT SHARING & SALARY SAVINGS PLAN | FORT WAYNE, IN | Other SERVICE PROVIDER | 262 | $18.6M | $0 |
| GROSSNICKLE EYE CENTER GROSSNICKLE EYE CENTER 401(K) RETIREMENT PLAN | WARSAW, IN | Advisor / Consultant ADVISOR | 116 | $17.1M | $47K |
| PETROLEUM TRADERS CORPORATION PETROLEUM TRADERS CORPORATION 401(K) SALARY REDUCTION PLAN AND TRUST | FORT WAYNE, IN | Advisor / Consultant INVESTMENT ADVISOR | 103 | $13.0M | $18K |
| MOMPER INSULATION, DIV OF INSTALLED BUILDING PRODUCTS, LLC CHARLES MOMPER, INC. PROFIT SHARING PLAN | FORT WAYNE, IN | Other SERVICE PROVIDER | 137 | $12.0M | $6K |
| MOMPER INSULATION, INC. CHARLES MOMPER, INC. PROFIT SHARING PLAN | FORT WAYNE, IN | Other SERVICE PROVIDER | 126 | $10.9M | $6K |
| MOMPER INSULATION, INC. CHARLES MOMPER, INC. PROFIT SHARING PLAN | FORT WAYNE, IN | Other SERVICE PROVIDER | 126 | $9.0M | $6K |
| BYRON HEALTH CENTER BYRON HEALTH CENTER 403(B) TAX DEFERRED PLAN | FORT WAYNE, IN | Other NONE | 114 | $3.3M | $9K |
| HALL DRIVE INS, INC. HALL DRIVE INS, INC. 401(K) RETIREMENT PLAN | NEW HAVEN, IN | Other INVEST MGMT | 326 | $3.3M | $14K |
| BYRON HEALTH CENTER BYRON HEALTH CENTER 403(B) TAX DEFERRED PLAN | FORT WAYNE, IN | Advisor / Consultant ADVISOR | 180 | $3.0M | $10K |
| BYRON HEALTH CENTER BYRON HEALTH CENTER 403(B) TAX DEFERRED PLAN | FORT WAYNE, IN | Advisor / Consultant ADVISOR | 267 | $2.4M | $9K |
| C&A TOOL ENGINEERING, INC. C&A TOOL ENGINEERING, INC EMPLOYEES GROUP PLAN | CHURUBUSCO, IN | Insurance INSURANCE SERVICES | 604 | $1.9M | $80K |
| C&A TOOL ENGINEERING, INC. C&A TOOL ENGINEERING, INC EMPLOYEES GROUP PLAN | CHURUBUSCO, IN | Insurance INSURANCE SERVICES | 584 | $1.7M | $82K |
| ASH BROKERAGE LLC ASH BROKERAGE 401(K) RETIREMENT PLAN | FORT WAYNE, IN | Advisor / Consultant ADVISOR | 0 | $0 | $73K |