THOMAS, JUDY AND TUCKER P.A. 401(k) Plan
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.
The THOMAS, JUDY AND TUCKER P.A. 401(k) on its latest Form 5500
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.
Who runs the THOMAS, JUDY AND TUCKER P.A. 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 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): QUALIFIED RETIREMENT PLAN SERVICES, CAPFINANCIAL PARTNERS, MATRIX TRUST, EMPOWER ANNUITY INSURANCE.
How to check your THOMAS, JUDY AND TUCKER P.A. 401(k)
- Log in to OneAmerica’s participant portal (the site on your statements).
- Ask THOMAS, JUDY AND TUCKER P.A. 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).