What public Form 5500 filings show about the Tax Resources Group Inc. DBA CFO Services 401(k) plan — and how to find and check your own account.
Tax Resources Group Inc. DBA CFO Services (EIN 20-2042179) reports TAX RESOURCE GROUP, INC. RETIREMENT PLAN on its most recent Form 5500, with $6.3M in plan assets across 21 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 Resources Group Inc. DBA CFO Services filing — schedules, fees, and providers.
Tax Resources Group Inc. DBA CFO Services’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 Tax Resources Group Inc. DBA CFO ServicesHR for the recordkeeper’s name and login.
