PHI Delta Theta Fraternity 401(k) Plan

The PHI Delta Theta Fraternity 401(k) on its latest Form 5500

PHI Delta Theta Fraternity (EIN 31-0406470) reports PHI DELTA THETA FRATERNITY 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $3.3M in plan assets across 32 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 PHI Delta Theta Fraternity filing — schedules, fees, and providers.

Who runs the PHI Delta Theta Fraternity 401(k)?

PHI Delta Theta Fraternity’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 PHI Delta Theta FraternityHR for the recordkeeper’s name and login.

How to check your PHI Delta Theta Fraternity 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask PHI Delta Theta Fraternity 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).