What public Form 5500 filings show about the William Phelps Custom Jeweler 401(k) plan — and how to find and check your own account.
William Phelps Custom Jeweler (EIN 65-0028013) reports WILLIAM PHELPS CUSTOM JEWELER 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $410K 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 William Phelps Custom Jeweler filing — schedules, fees, and providers.
William Phelps Custom Jeweler’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 William Phelps Custom JewelerHR for the recordkeeper’s name and login.
