What public Form 5500 filings show about the Thomas Allen, Inc. 401(k) plan — and how to find and check your own account.
Thomas Allen, Inc. (EIN 41-1465839) reports THOMAS ALLEN, INCORPORATED PROFIT SHARING PLAN on its most recent Form 5500, with $9.5M in plan assets across 504 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 Thomas Allen, 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 Capital Group (American Funds), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Thomas Allen, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UKG DBA ULTIMATE SOFTWARE GROUP, LPL FINANCIAL, LETHERT SKWIRA SCHULTZ & CO LLP.
