What public Form 5500 filings show about the Phillips 66 Company 401(k) plan — and how to find and check your own account.
Phillips 66 Company (EIN 37-1652702) reports PHILLIPS 66 SAVINGS PLAN on its most recent Form 5500, with $7.7B in plan assets across 12,064 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 Phillips 66 Company 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 Vanguard, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Phillips 66 Company 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): VANGUARD GROUP, NORTHERN TRUST, GOLDMAN SACHS ASSET MANAGEMENT, CREDIT SUISSE, PRUDENTIAL TRUST CO, MELLON CAPITAL MANAGEMENT.
