What public Form 5500 filings show about the Phase2 Technology, LLC 401(k) plan — and how to find and check your own account.
Phase2 Technology, LLC (EIN 54-2058155) reports PHASE2 TECHNOLOGY LLC 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $21.1M in plan assets across 129 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 Phase2 Technology, LLC 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 ADP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Phase2 Technology, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MERRILL LYNCH PIERCE FENNER & SMITH, ADP BROKER-DEALER.
