The Phelan Four, Inc. 401(k) Plan
What public Form 5500 filings show about the The Phelan Four, Inc. 401(k) plan — and how to find and check your own account.
The The Phelan Four, Inc. 401(k) on its latest Form 5500
The Phelan Four, Inc. (EIN 46-3514787) reports THE PHELAN FOUR, INC. 401(K) PLAN AND TRUST on its most recent Form 5500, with $609K in plan assets across 5 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 The Phelan Four, Inc. filing — schedules, fees, and providers.
Who runs the The Phelan Four, Inc. 401(k)?
The Phelan Four, Inc.’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 The Phelan Four, Inc.HR for the recordkeeper’s name and login.
How to check your The Phelan Four, Inc. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask The Phelan Four, Inc. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).