PHILLIPS LYTLE LLP 401(k) Plan
What public Form 5500 filings show about the PHILLIPS LYTLE LLP 401(k) plan — and how to find and check your own account.
The PHILLIPS LYTLE LLP 401(k) on its latest Form 5500
PHILLIPS LYTLE LLP (EIN 16-0505790) reports PHILLIPS LYTLE LLP RETIREMENT PLAN on its most recent Form 5500, with $187.7M in plan assets across 316 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 LYTLE LLP filing — schedules, fees, and providers.
Who runs the PHILLIPS LYTLE LLP 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your PHILLIPS LYTLE LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): COURIER CAPITAL, CHARLES SCHWAB & CO.
How to check your PHILLIPS LYTLE LLP 401(k)
- Log in to Schwab’s participant portal (the site on your statements).
- Ask PHILLIPS LYTLE LLP 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).