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

Active participants

2,642

Total plan assets

$76.3M

Filings (rows)

Direct comp

$323K

Indirect comp

Showing only "PHILLIPS FINANCIAL"

View all 3 variants aggregated →

PHILLIPS FINANCIAL MANAGEMENT31 PHILLIPS FINANCIAL5 PHILLIPS FINANCIAL MANAGEMENT /C2

SERVICES PROVIDED

Advisor / Consultant3

Insurance2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Micropulse, Inc. Micropulse, Inc. 401(k) Plan · all filings	COLUMBIA CITY, IN	Advisor / Consultant	529	$28.8M	$59K	$0
Micropulse, Inc. Micropulse, Inc. 401(k) Plan · all filings	COLUMBIA CITY, IN	Advisor / Consultant	485	$24.2M	$52K	$0
Micropulse, Inc. Micropulse, Inc. 401(k) Plan · all filings	COLUMBIA CITY, IN	Advisor / Consultant	440	$19.8M	$50K	$0
C&a Tool Engineering, Inc. C&a Tool Engineering, Inc. Employees Group Plan · all filings	CHURUBUSCO, IN	Insurance	604	$1.9M	$80K	$0
C&a Tool Engineering, Inc. C&a Tool Engineering, Inc. Employees Group Plan · all filings	CHURUBUSCO, IN	Insurance	584	$1.7M	$82K	$0