What public Form 5500 filings show about the The Phillies 401(k) plan — and how to find and check your own account.
The Phillies (EIN 23-2186951) reports THE PHILLIES 401(K) INCENTIVE SAVINGS PLAN on its most recent Form 5500, with $82.1M in plan assets across 487 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 Phillies 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your The Phillies 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WILLIS TOWERS WATSON US, U S BANK NATIONAL ASSOCIATION, GRANT THORNTON LLP, MORGAN LEWIS & BOCKIUS LLP, SEI INVESTMENTS MANAGEMENT.
