Form 5500 Search
Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

NANCY PHILLIPS ASSOCIATES, LLC 401(k) Plan

What public Form 5500 filings show about the NANCY PHILLIPS ASSOCIATES, LLC 401(k) plan — and how to find and check your own account.

Plan assets
$526K
Participants
7
Plans on file
1

The NANCY PHILLIPS ASSOCIATES, LLC 401(k) on its latest Form 5500

NANCY PHILLIPS ASSOCIATES, LLC (EIN 11-3031332) reports NANCY PHILLIPS ASSOCIATES 401(K) PLAN on its most recent Form 5500, with $526K in plan assets across 7 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 NANCY PHILLIPS ASSOCIATES, LLC filing — schedules, fees, and providers.

Who runs the NANCY PHILLIPS ASSOCIATES, LLC 401(k)?

NANCY PHILLIPS ASSOCIATES, LLC’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 NANCY PHILLIPS ASSOCIATES, LLCHR for the recordkeeper’s name and login.

How to check your NANCY PHILLIPS ASSOCIATES, LLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask NANCY PHILLIPS ASSOCIATES, LLC 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).
More on this employer: NANCY PHILLIPS ASSOCIATES, LLC — all Form 5500 filings (EIN 11-3031332) · New Hampshire employer EIN lookup · Form 5500 search
NANCY PHILLIPS ASSOCIATES, LLC 401(k) Plan — Form 5500