Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE FRANK PHILLIPS FOUNDATION, INC.
EIN 73-0636562information technology and servicesLatest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
43
PO BOX 1647 - BARTLESVILLE, OK 740051647918-336-0307LinkedIn1-10 employeesinformation technology and services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 43 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#002
THE FRANK PHILLIPS FOUNDATION 401(K) PLAN
401k
Assets$1.2M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
RETIREMENT PLAN FOR EMPLOYEES OF THE FRANK PHILLIPS FOUNDATION, INC.
TraditionalDB
Assets$200K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE FRANK PHILLIPS FOUNDATION 401(K) PLAN | 401k | $1.2M | 34 | 2025 | |
| 001 | RETIREMENT PLAN FOR EMPLOYEES OF THE FRANK PHILLIPS FOUNDATION, INC. | TraditionalDB | $200K | 9 | 2025 |
Retirement plans