What public Form 5500 filings show about the Teall Capital Partners LLC 401(k) plan — and how to find and check your own account.
Teall Capital Partners LLC (EIN 83-0591973) reports TEALL CAPITAL PARTNERS LLC 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $13.1M in plan assets across 296 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 Teall Capital Partners LLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Teall Capital Partners LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NOVA 401K ASSOCIATES, ANDERSON SMITH & WIKE, TRANSAMERICA RETIREMENT SOLUTIONS, RAYMOND JAMES AND ASSOCIATES, NFP RETIREMENT, ADMINISTRATIVE FIDUCIARY SERVICES.
