NICKLESS, PHILLIPS AND OCONNOR 401(k) Plan
What public Form 5500 filings show about the NICKLESS, PHILLIPS AND OCONNOR 401(k) plan — and how to find and check your own account.
The NICKLESS, PHILLIPS AND OCONNOR 401(k) on its latest Form 5500
NICKLESS, PHILLIPS AND OCONNOR (EIN 04-3422844) reports NICKLESS, PHILLIPS AND O'CONNOR PC 401(K) on its most recent Form 5500, with $52K in plan assets across 3 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 NICKLESS, PHILLIPS AND OCONNOR filing — schedules, fees, and providers.
Who runs the NICKLESS, PHILLIPS AND OCONNOR 401(k)?
NICKLESS, PHILLIPS AND OCONNOR’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 NICKLESS, PHILLIPS AND OCONNORHR for the recordkeeper’s name and login.
How to check your NICKLESS, PHILLIPS AND OCONNOR 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask NICKLESS, PHILLIPS AND OCONNOR 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).
