What public Form 5500 filings show about the Thomas Howell Ferguson, P.A. 401(k) plan — and how to find and check your own account.
Thomas Howell Ferguson, P.A. (EIN 59-3186310) reports THOMAS HOWELL FERGUSON, P.A. 401K PLAN on its most recent Form 5500, with $21.5M in plan assets across 118 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 Howell Ferguson, P.A. 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 John Hancock, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Thomas Howell Ferguson, P.A. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): RETIREMENT SOLUTIONS SPECIALISTS, VEDDER GROUP, TNB FINANICAL SERVICES, TRUE NORTH ADVISORS, STEELE CAPITAL MANAGEMENT.
