TAX MANAGEMENT ASSOCIATES, INC. 401(k) Plan
What public Form 5500 filings show about the TAX MANAGEMENT ASSOCIATES, INC. 401(k) plan — and how to find and check your own account.
The TAX MANAGEMENT ASSOCIATES, INC. 401(k) on its latest Form 5500
TAX MANAGEMENT ASSOCIATES, INC. (EIN 56-1507131) reports TAX MANAGEMENT ASSOC. INC. 401(K) & PS PLAN on its most recent Form 5500, with $8.3M in plan assets across 139 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 TAX MANAGEMENT ASSOCIATES, INC. filing — schedules, fees, and providers.
Who runs the TAX MANAGEMENT ASSOCIATES, INC. 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 Ascensus, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your TAX MANAGEMENT ASSOCIATES, INC. 401(k).
How to check your TAX MANAGEMENT ASSOCIATES, INC. 401(k)
- Log in to Ascensus’s participant portal (the site on your statements).
- Ask TAX MANAGEMENT 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).