What public Form 5500 filings show about the Larry J. Phillips III, CPA PLLC 401(k) plan — and how to find and check your own account.
Larry J. Phillips III, CPA PLLC (EIN 47-2668735) reports LARRY J. PHILLIPS III, CPA SAFE HARBOR 401(K) PLAN on its most recent Form 5500, with $831K in plan assets across 16 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 Larry J. Phillips III, CPA PLLC filing — schedules, fees, and providers.
Larry J. Phillips III, CPA PLLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Larry J. Phillips III, CPA PLLCHR for the recordkeeper’s name and login.
