Philz Coffee, Inc. 401(k) Plan: Login, Facts & Contact Information
Philz Coffee, Inc. 401(k) Login
111 former Philz Coffee, Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Philz Coffee, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Aug 5, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $1.67 million went into the plan in contributions, $184,927 of it from the employer (11%).
- $964,037 was paid out to participants.
- Investment and other income added $800,067.
- Administrative expenses were $24,179, about $38 per account.
How the Philz Coffee, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 1,161 | $2.36 million | — | $251,425 |
| 2020 | 1,389 | $3.28 million | — | $479,385 |
| 2021 | 1,454 | $4.21 million | — | $784,587 |
| 2022 | 1,894 | $3.82 million | — | $1.19 million |
| 2023 | 1,824 | $5.24 million | $108,673 | $746,961 |
| 2024 | 1,278 | $6.60 million | $184,927 | $964,037 |
Philz Coffee, Inc. 401(k) Contact Information
Questions about the Philz Coffee, Inc. 401(k)
Does Philz Coffee, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $184,927, 11% of all contributions.
Does the Philz Coffee, Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Philz Coffee, Inc 401(k) plan?
1,278 participants at the start of plan year 2024, 1,411 of them active employees, and 111 former employees who still had money in the plan.
What is the average 401(k) balance at Philz Coffee, Inc?
About $10,354 per account: $6.60 million in plan assets across 637 accounts with a balance at the end of plan year 2024.
Who manages the Philz Coffee, Inc 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 Philz Coffee, Inc. 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.