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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

SPENCE WELLS ASSOCIATES, INC. 401(k) Plan

What public Form 5500 filings show about the SPENCE WELLS ASSOCIATES, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$895K
Participants
8
Plans on file
1

The SPENCE WELLS ASSOCIATES, INC. 401(k) on its latest Form 5500

SPENCE WELLS ASSOCIATES, INC. (EIN 04-3090970) reports TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $895K in plan assets across 8 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 SPENCE WELLS ASSOCIATES, INC. filing — schedules, fees, and providers.

Who runs the SPENCE WELLS ASSOCIATES, INC. 401(k)?

SPENCE WELLS ASSOCIATES, INC.’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 SPENCE WELLS ASSOCIATES, INC.HR for the recordkeeper’s name and login.

How to check your SPENCE WELLS ASSOCIATES, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask SPENCE WELLS ASSOCIATES, INC. 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).
More on this employer: SPENCE WELLS ASSOCIATES, INC. — all Form 5500 filings (EIN 04-3090970) · Massachusetts employer EIN lookup · Form 5500 search
SPENCE WELLS ASSOCIATES, INC. 401(k) Plan — Form 5500