What public Form 5500 filings show about the Phase II Products, Inc. 401(k) plan — and how to find and check your own account.
Phase II Products, Inc. (EIN 33-0884850) reports PHASE II PRODUCTS, INC. EMPLOYEE SAVINGS PLAN & TRUST on its most recent Form 5500, with $0 in plan assets across 24 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 Phase II Products, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Capital Group (American Funds), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Phase II Products, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): P J WILSON, JP MORGAN BROKERDEALER HOLDINGS.
