THEORIS, INC. 401(k) Plan
What public Form 5500 filings show about the THEORIS, INC. 401(k) plan — and how to find and check your own account.
The THEORIS, INC. 401(k) on its latest Form 5500
THEORIS, INC. (EIN 35-1604343) reports THEORIS GROUP, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $13.7M in plan assets across 246 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 THEORIS, INC. filing — schedules, fees, and providers.
Who runs the THEORIS, 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 ADP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your THEORIS, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ADP BROKER-DEALER, SHEPHERD FINANCIAL INVEST ADVISORY.
How to check your THEORIS, INC. 401(k)
- Log in to ADP’s participant portal (the site on your statements).
- Ask THEORIS, 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).