TAB & Associates Inc. 401(k) Plan
What public Form 5500 filings show about the TAB & Associates Inc. 401(k) plan — and how to find and check your own account.
The TAB & Associates Inc. 401(k) on its latest Form 5500
TAB & Associates Inc. (EIN 68-0041056) reports TAB & ASSOCIATES INC 401(K) PLAN on its most recent Form 5500, with $14K in plan assets across 10 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 TAB & Associates Inc. filing — schedules, fees, and providers.
Who runs the TAB & Associates Inc. 401(k)?
TAB & 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 TAB & Associates Inc.HR for the recordkeeper’s name and login.
How to check your TAB & Associates Inc. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask TAB & 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).