What public Form 5500 filings show about the Phipps Houses 401(k) plan — and how to find and check your own account.
Phipps Houses (EIN 11-1187480) reports PHIPPS HOUSES & AFFILIATES 401(K) PLAN on its most recent Form 5500, with $27.1M in plan assets across 448 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 Houses 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Phipps Houses 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): COVE STREET CAPITAL, WILMINGTON TRUST, CREWCIAL PARTNERS, COLCHESTER GLOBAL BOND FUND, BUCK GLOBAL, WGI EMERGING MARKETS FUND.
