What public Form 5500 filings show about the Thorson Baker & Associates, Inc. 401(k) plan — and how to find and check your own account.
Thorson Baker & Associates, Inc. (EIN 34-1739418) reports THORSON BAKER & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $24.8M in plan assets across 113 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 Thorson Baker & Associates, 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Thorson Baker & Associates, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): RAYMOND JAMES FINANCIAL SERVICES.
