What public Form 5500 filings show about the Thomas, JUDY and Tucker P.A. 401(k) plan — and how to find and check your own account.
Thomas, JUDY and Tucker P.A. (EIN 56-1965804) reports THOMAS, JUDY AND TUCKER 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $26.4M in plan assets across 230 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, JUDY and Tucker 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 OneAmerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Thomas, JUDY and Tucker P.A. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): EMPOWER ANNUITY INSURANCE, QUALIFIED RETIREMENT PLAN SERVICES, CAPFINANCIAL PARTNERS, MATRIX TRUST.
