What public Form 5500 filings show about the Ryan, Maura & Ryan, Inc. DBA Phillip Charles Group 401(k) plan — and how to find and check your own account.
Ryan, Maura & Ryan, Inc. DBA Phillip Charles Group (EIN 38-2664267) reports PHILLIP CHARLES GROUP 401(K) PLAN on its most recent Form 5500, with $883K in plan assets across 21 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 Ryan, Maura & Ryan, Inc. DBA Phillip Charles Group filing — schedules, fees, and providers.
Ryan, Maura & Ryan, Inc. DBA Phillip Charles Group’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 Ryan, Maura & Ryan, Inc. DBA Phillip Charles GroupHR for the recordkeeper’s name and login.
