OpenERISA

Phillips And Company Advisors, LLC

Portland, OR, 97205

EIN 45-3709458
Plans
1
Total participants
104
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523120
Plan sponsors in OregonFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Phillips And Company Advisors 401(K) Profit Sharing Plan And Trust24
2023Form 5500001Phillips And Company Advisors 401(K) Profit Sharing Plan And Trust22
2022Form 5500001Phillips And Company Advisors 401(K) Profit Sharing Plan And Trust21
2021Form 5500001Phillips And Company Advisors 401(K) Profit Sharing Plan And Trust19
2020Form 5500001Phillips And Company Advisors 401(K) Profit Sharing Plan And Trust18

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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