PHILPOTT SOLUTIONS GROUP, INC. 401(k) Plan
What public Form 5500 filings show about the PHILPOTT SOLUTIONS GROUP, INC. 401(k) plan — and how to find and check your own account.
The PHILPOTT SOLUTIONS GROUP, INC. 401(k) on its latest Form 5500
PHILPOTT SOLUTIONS GROUP, INC. (EIN 34-0462440) reports PHILPOTT SOLUTIONS GROUP INC. WEALTH ACCUMULATION BY DIVERSIFICATION PLAN on its most recent Form 5500, with $3.9M in plan assets across 37 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 PHILPOTT SOLUTIONS GROUP, INC. filing — schedules, fees, and providers.
Who runs the PHILPOTT SOLUTIONS GROUP, INC. 401(k)?
PHILPOTT SOLUTIONS GROUP, INC.’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 PHILPOTT SOLUTIONS GROUP, INC.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CONNECTCARE3, MCGOHAN BRABENDER DUBLIN, MUTUAL HEALTH SERVICES A DIVISION, BENECON GROUP.
How to check your PHILPOTT SOLUTIONS GROUP, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask PHILPOTT SOLUTIONS GROUP, INC. 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).