TEXAS CAPITALIZATION RESOURCE GROUP, INC. 401(k) Plan
What public Form 5500 filings show about the TEXAS CAPITALIZATION RESOURCE GROUP, INC. 401(k) plan — and how to find and check your own account.
The TEXAS CAPITALIZATION RESOURCE GROUP, INC. 401(k) on its latest Form 5500
TEXAS CAPITALIZATION RESOURCE GROUP, INC. (EIN 20-1765214) reports TCRG 401(K) PLAN on its most recent Form 5500, with $4.9M in plan assets across 245 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 TEXAS CAPITALIZATION RESOURCE GROUP, INC. filing — schedules, fees, and providers.
Who runs the TEXAS CAPITALIZATION RESOURCE GROUP, 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 Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your TEXAS CAPITALIZATION RESOURCE GROUP, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NATIONAL HEALTHCARE SOLUTIONS, CONNECTCARE, MEDWATCH, GLOBAL RETIREMENT PARTNERS, UNITED HEALTHCARE SERVICES, NOVA 401 K ASSOCIATES.
How to check your TEXAS CAPITALIZATION RESOURCE GROUP, INC. 401(k)
- Log in to Transamerica’s participant portal (the site on your statements).
- Ask TEXAS CAPITALIZATION RESOURCE GROUP, 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).