Phelps Dunbar, Llp 401(k) Plan: Login, Facts & Contact Information
Phelps Dunbar, Llp 401(k) Login
216 former Phelps Dunbar, Llp employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Phelps Dunbar, Llp 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 13, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $16.3 million went into the plan in contributions, $7.25 million of it from the employer (45%).
- $19.7 million was paid out to participants.
- Investment and other income added $39.6 million.
- Administrative expenses were $172,039, about $208 per account.
How the Phelps Dunbar, Llp 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 735 | $193.0 million | $4.65 million | $11.5 million |
| 2020 | 732 | $223.1 million | $4.87 million | $11.2 million |
| 2021 | 744 | $279.3 million | $5.53 million | $9.59 million |
| 2022 | 840 | $228.7 million | $6.00 million | $22.3 million |
| 2023 | 883 | $258.9 million | $6.53 million | $20.7 million |
| 2024 | 875 | $294.9 million | $7.25 million | $19.7 million |
Phelps Dunbar, Llp 401(k) Contact Information
Questions about the Phelps Dunbar, Llp 401(k)
Does Phelps Dunbar, Llp contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $7.25 million, 45% of all contributions.
Does the Phelps Dunbar, Llp 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Phelps Dunbar, Llp 401(k) plan?
875 participants at the start of plan year 2024, 727 of them active employees, and 216 former employees who still had money in the plan.
What is the average 401(k) balance at Phelps Dunbar, Llp?
About $355,691 per account: $294.9 million in plan assets across 829 accounts with a balance at the end of plan year 2024.
Who manages the Phelps Dunbar, Llp 401(k) accounts?
Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Phelps Dunbar, Llp. How do I access my 401(k)?
Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.