What public Form 5500 filings show about the Phillips Precision Inc. 401(k) plan — and how to find and check your own account.
Phillips Precision Inc. (EIN 22-2071997) reports PHILLIPS PRECISION INC. 401K on its most recent Form 5500, with $7.5M in plan assets across 258 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 Precision Inc. 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 ADP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Phillips Precision Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): RAYMOND JAMES FINANCIAL SERVICE, RAYMOND JAMES FINANCIAL GROUP.
