What public Form 5500 filings show about the PHIL Thompson & Associates, LLP 401(k) plan — and how to find and check your own account.
PHIL Thompson & Associates, LLP (EIN 20-2082355) reports PHIL THOMPSON & ASSOCIATES 401K on its most recent Form 5500, with $1.1M in plan assets across 34 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 Thompson & Associates, LLP filing — schedules, fees, and providers.
PHIL Thompson & Associates, LLP’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 PHIL Thompson & Associates, LLPHR for the recordkeeper’s name and login.
