What public Form 5500 filings show about the Phoebe-Devitt Homes 401(k) plan — and how to find and check your own account.
Phoebe-Devitt Homes (EIN 23-1396838) reports PHOEBE-DEVITT HOMES 401(K) RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $39.5M in plan assets across 1,020 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 Phoebe-Devitt Homes 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 Phoebe-Devitt Homes 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): HY HOLDINGS, CONRAD SIEGEL, NEW EDGE WEALTH, MORGAN STANLEY, LR WEBBER, CONNECTCARE3.
