Fitch, EVEN, Tabin & Flannery LLP 401(k) Plan

The Fitch, EVEN, Tabin & Flannery LLP 401(k) on its latest Form 5500

Fitch, EVEN, Tabin & Flannery LLP (EIN 36-2151735) reports FITCH EVEN TABIN & FLANNERY RETIREMENT PLAN on its most recent Form 5500, with $58.6M in plan assets across 92 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 Fitch, EVEN, Tabin & Flannery LLP filing — schedules, fees, and providers.

Who runs the Fitch, EVEN, Tabin & Flannery LLP 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is ALLIANCE PENSION CONSULTANTS, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Fitch, EVEN, Tabin & Flannery LLP 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LEGACY PROFESSIONALS LLP, MEKETA INVESTMENT GROUP, CHARLES SCHWAB TRUST BANK, BLUE SKY INVESTMENT PARTNERS, CHARLES SCHWAB & CO.

How to check your Fitch, EVEN, Tabin & Flannery LLP 401(k)

• Log in to ALLIANCE PENSION CONSULTANTS’s participant portal (the site on your statements).
• Ask Fitch, EVEN, Tabin & Flannery LLP HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).