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PHILLIPS FINANCIAL STRATEGIES LLC

EIN 47-1726462-Finance and Insurance-Latest filing 2024
Plans
1
Retirement
1
$62K assets
Welfare
0
Participants
3
700 PENNSYLVANIA AVE, SUITE 200 - WASHINGTON, DC 20003202-681-1161phillipsfinancialstrategies.comLinkedIn1-10 employees
Plans on this EIN
1 filing
#001401k-$62K - 3 part

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Retirement#001

WILLIAM A. PHILLIPS FINANCIAL SERVICES 401(K) PLAN

401k

Assets$62K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WILLIAM A. PHILLIPS FINANCIAL SERVICES 401(K) PLAN401k$62K32024
Retirement plans
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