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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

THE RAY TAX GROUP 401(k) Plan

What public Form 5500 filings show about the THE RAY TAX GROUP 401(k) plan — and how to find and check your own account.

Plan assets
$238K
Participants
6
Plans on file
1

The THE RAY TAX GROUP 401(k) on its latest Form 5500

THE RAY TAX GROUP (EIN 87-2096747) reports THE RAY TAX GROUP 401(K) PLAN on its most recent Form 5500, with $238K in plan assets across 6 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 RAY TAX GROUP filing — schedules, fees, and providers.

Who runs the THE RAY TAX GROUP 401(k)?

THE RAY TAX GROUP’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 RAY TAX GROUPHR for the recordkeeper’s name and login.

How to check your THE RAY TAX GROUP 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask THE RAY TAX GROUP 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).
More on this employer: THE RAY TAX GROUP — all Form 5500 filings (EIN 87-2096747) · California employer EIN lookup · Form 5500 search
THE RAY TAX GROUP 401(k) Plan — Form 5500