What public Form 5500 filings show about the Technology Partners, Inc. 401(k) plan — and how to find and check your own account.
Technology Partners, Inc. (EIN 43-1680520) reports TECHNOLOGY PARTNERS, INC. 401(K) PLAN on its most recent Form 5500, with $22.8M in plan assets across 204 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 Technology Partners, Inc. 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 EPIC Retirement Plan Services, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Technology Partners, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): HEALTHY ALLIANCE LIFE INSURANCE COM, CHARLES SCHWAB TRUST BANK, MONETA GROUP, CHARLES SCHWAB & CO, FORVIS LLP.