What public Form 5500 filings show about the McPhillips, Fitzgerald and Cullum 401(k) plan — and how to find and check your own account.
McPhillips, Fitzgerald and Cullum (EIN 14-1460021) reports MCPHILLIPS, FITZGERALD AND CULLUM LLP PROFIT SHARING 401K PLAN on its most recent Form 5500, with $6.3M in plan assets across 29 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 McPhillips, Fitzgerald and Cullum filing — schedules, fees, and providers.
McPhillips, Fitzgerald and Cullum’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 McPhillips, Fitzgerald and CullumHR for the recordkeeper’s name and login.
