What public Form 5500 filings show about the Phelps Dunbar, LLP 401(k) plan — and how to find and check your own account.
Phelps Dunbar, LLP (EIN 72-0358621) reports PHELPS DUNBAR, LLP SAVINGS AND RETIREMENT PLAN on its most recent Form 5500, with $294.9M in plan assets across 727 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 Phelps Dunbar, LLP 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Phelps Dunbar, LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WAVERLY ADVISORS, HARDY REED, CREATIVE PLANNING, MILLIMAN, STRATEGIC ADVISORS, NEWEDGE ADVISORS.
