What public Form 5500 filings show about the The Mahaffy Group, Inc. 401(k) plan — and how to find and check your own account.
The Mahaffy Group, Inc. (EIN 26-0549458) reports TMG WEALTH BUILDING PLAN on its most recent Form 5500, with $342K in plan assets across 3 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 The Mahaffy Group, Inc. filing — schedules, fees, and providers.
The Mahaffy Group, 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 The Mahaffy Group, Inc.HR for the recordkeeper’s name and login.
