What public Form 5500 filings show about the Companion Professional Services, LLC 401(k) plan — and how to find and check your own account.
Companion Professional Services, LLC (EIN 58-2375610) reports COMPANION PROFESSIONAL SERVICES, LLC DBA TM FLOYD & COMPANY 401(K) RETIREMENT PLAN on its most recent Form 5500, with $23.1M in plan assets across 176 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 Companion Professional Services, LLC 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 John Hancock, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Companion Professional Services, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WILSHIRE ASSOCIATES USA.
