PHIL LONG DEALERSHIPS, INC. 401(k) Plan
What public Form 5500 filings show about the PHIL LONG DEALERSHIPS, INC. 401(k) plan — and how to find and check your own account.
The PHIL LONG DEALERSHIPS, INC. 401(k) on its latest Form 5500
PHIL LONG DEALERSHIPS, INC. (EIN 84-1393913) reports PHIL LONG DEALERSHIPS, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $64.7M in plan assets across 1,408 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 PHIL LONG DEALERSHIPS, INC. filing — schedules, fees, and providers.
Who runs the PHIL LONG DEALERSHIPS, INC. 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 PHIL LONG DEALERSHIPS, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS, MORGAN STANLEY SMITH BARNEY, CROWE LLP.
How to check your PHIL LONG DEALERSHIPS, INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask PHIL LONG DEALERSHIPS, INC. 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).