Gerald H. Phipps, Inc. 401(k) Plan

The Gerald H. Phipps, Inc. 401(k) on its latest Form 5500

Gerald H. Phipps, Inc. (EIN 84-0423359) reports GERALD H. PHIPPS, INC. EMPLOYEE'S 401(K) PLAN on its most recent Form 5500, with $19.0M in plan assets across 234 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Gerald H. Phipps, Inc. filing — schedules, fees, and providers.

Who runs the Gerald H. Phipps, Inc. 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Gerald H. Phipps, Inc. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): GLOBAL RETIREMENT PARTNERS.

How to check your Gerald H. Phipps, Inc. 401(k)

• Log in to Fidelity’s participant portal (the site on your statements).
• Ask Gerald H. Phipps, Inc. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).