What public Form 5500 filings show about the Phipps Conservatory and Botanical Gardens, Inc. 401(k) plan — and how to find and check your own account.
Phipps Conservatory and Botanical Gardens, Inc. (EIN 25-1492587) reports PHIPPS CONSERVATORY AND BOTANICAL GARDENS INC RETIREMENT PLAN on its most recent Form 5500, with $7.3M in plan assets across 100 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 Phipps Conservatory and Botanical Gardens, 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 WELLINGTON RETIREMENT SOLUTIONS, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Phipps Conservatory and Botanical Gardens, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB AND, WELLINGTON CONSULTING SERVICES.
