Phillips Financial Management /C

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

252

Total plan assets

$19.8M

Filings (rows)

Direct comp

$12K

Indirect comp

Showing only "PHILLIPS FINANCIAL MANAGEMENT /C"

View all 3 variants aggregated →

PHILLIPS FINANCIAL MANAGEMENT31 PHILLIPS FINANCIAL7 PHILLIPS FINANCIAL MANAGEMENT /C2

SERVICES PROVIDED

Other service providers2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Momper Insulation, Inc. Charles Momper, Inc. Profit Sharing Plan · all filings	FORT WAYNE, IN	Other service providers	126	$10.9M	$6K	$0
Momper Insulation, Inc. Charles Momper, Inc. Profit Sharing Plan · all filings	FORT WAYNE, IN	Other service providers	126	$9.0M	$6K	$0