What public Form 5500 filings show about the CFA Gonzalez 401(k) plan — and how to find and check your own account.
CFA Gonzalez (EIN 47-1940913) reports TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $244K in plan assets across 37 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 CFA Gonzalez filing — schedules, fees, and providers.
CFA Gonzalez’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 CFA GonzalezHR for the recordkeeper’s name and login.
