Phillips And Company Advisors LLC — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Phillips And Company Advisors LLC is reported as a service provider on 6 loaded Form 5500 filing(s) across 6 plan sponsor(s) and 6 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $161,512 and reported indirect compensation totals $0.

Reported compensation summary

Reported direct compensation
$161,512
Reported indirect compensation
$0
Total reported compensation
$161,512
Filings
6
Plan sponsors
6
Plans
6
Latest filing year
2023

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Top plan sponsors by reported compensation

Plan sponsors reporting the most compensation to Phillips And Company Advisors LLC
SponsorStatePlansReported compensation
Metro Metals Northwest, Inc.OR1$57,729
Cascadia HealthcareID1$51,328
Aero Air, LLCOR1$26,663
Portland Bottling CompanyOR1$9,028
Nfn Investments, LLCOR1$8,780
Yoshida Foods International LlOR1$7,984

State footprint

Plans reporting Phillips And Company Advisors LLC are sponsored in OR (5), ID (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Metro Metals Northwest, Inc.Metro Metals Northwest, Inc. 401(K) Plan2023$57,729$0
Cascadia HealthcareCascadia Healthcare 401(K) Plan2023$51,328not reported in the loaded dataset
Aero Air, LLCAero Air, LLC 401(K) Profit Sharing Plan And Trust2023$26,663not reported in the loaded dataset
Portland Bottling CompanyPortland Bottling Company 401(K) Profit Sharing Plan & Trust2023$9,028not reported in the loaded dataset
Nfn Investments, LLCNfn Investments Retirement Plan2023$8,780not reported in the loaded dataset
Yoshida Foods International LlYoshida Foods International Ll 401(K) Profit Sharing Plan & Trust2023$7,984not reported in the loaded dataset

Related Form 5500 pages