What public Form 5500 filings show about the PHIL Smith Management, Inc. DBA PHIL Smith Automotive Group 401(k) plan — and how to find and check your own account.
PHIL Smith Management, Inc. DBA PHIL Smith Automotive Group (EIN 65-0838041) reports PHIL SMITH AUTOMOTIVE GROUP 401(K) PLAN on its most recent Form 5500, with $20.0M in plan assets across 894 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 Smith Management, Inc. DBA PHIL Smith Automotive Group 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 Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your PHIL Smith Management, Inc. DBA PHIL Smith Automotive Group 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ONEDIGITAL INVESTMENT ADVISORS, EMPOWER ANNUITY INSURANCE O.
