What public Form 5500 filings show about the Resource Tax and Accounting, LLC 401(k) plan — and how to find and check your own account.
Resource Tax and Accounting, LLC (EIN 82-5318146) reports RESOURCE PARTNERS 401(K) & PROFIT SHARING PLAN on its most recent Form 5500, with $229K in plan assets across 6 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 Resource Tax and Accounting, LLC filing — schedules, fees, and providers.
Resource Tax and Accounting, LLC’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 Resource Tax and Accounting, LLCHR for the recordkeeper’s name and login.