Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
OAKLINS DESILVA & PHILLIPS LLC
EIN 01-0888767investment bankingLatest filing 2024
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
49
90 PARK AVENUE, 24TH FLOOR - NEW YORK, NY 10016212-686-9700desilvaphillips.comLinkedIn11-50 employeesinvestment banking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 49 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
OAKLINS DESILVA & PHILLIPS LLC 401(K) PROFIT SHARING PLAN
401k
Assets$2.5M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
OAKLINS DESILVA & PHILLIPS LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$890K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | OAKLINS DESILVA & PHILLIPS LLC 401(K) PROFIT SHARING PLAN | 401k | $2.5M | 30 | 2024 | |
| 005 | OAKLINS DESILVA & PHILLIPS LLC DEFINED BENEFIT PLAN | TraditionalDB | $890K | 19 | 2024 |
Retirement plans