What public Form 5500 filings show about the Philz Coffee, Inc. 401(k) plan — and how to find and check your own account.
Philz Coffee, Inc. (EIN 20-8459997) reports PHILZ COFFEE 401(K) PLAN on its most recent Form 5500, with $6.6M in plan assets across 1,411 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 Philz Coffee, 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Philz Coffee, Inc. 401(k).
