What public Form 5500 filings show about the TCI Wealth Advisors, Inc. 401(k) plan — and how to find and check your own account.
TCI Wealth Advisors, Inc. (EIN 86-1002710) reports TCI WEALTH ADVISORS, INC. PROFIT-SHARING PLAN & TRUST on its most recent Form 5500, with $13.2M in plan assets across 100 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 TCI Wealth Advisors, Inc. filing — schedules, fees, and providers.
TCI Wealth Advisors, 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 TCI Wealth Advisors, Inc.HR for the recordkeeper’s name and login.
