PHELPS DUNBAR, LLP 401(k) Plan
What public Form 5500 filings show about the PHELPS DUNBAR, LLP 401(k) plan — and how to find and check your own account.
The PHELPS DUNBAR, LLP 401(k) on its latest Form 5500
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.
Who runs the PHELPS DUNBAR, LLP 401(k)?
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, STRATEGIC ADVISORS, MILLIMAN, NEWEDGE ADVISORS.
How to check your PHELPS DUNBAR, LLP 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask PHELPS DUNBAR, LLP 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).