What public Form 5500 filings show about the Tarpine Heller & Pendergrass LLC 401(k) plan — and how to find and check your own account.
Tarpine Heller & Pendergrass LLC (EIN 85-3666281) reports TARPINE HELLER & PENDERGRASS LLC on its most recent Form 5500, with $1.4M in plan assets across 27 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 Tarpine Heller & Pendergrass LLC filing — schedules, fees, and providers.
Tarpine Heller & Pendergrass 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 Tarpine Heller & Pendergrass LLCHR for the recordkeeper’s name and login.
