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TIONA FINANCIAL SERVICES, LLC 401(k) Plan

What public Form 5500 filings show about the TIONA FINANCIAL SERVICES, LLC 401(k) plan — and how to find and check your own account.

Plan assets
$578K
Participants
2
Plans on file
1

The TIONA FINANCIAL SERVICES, LLC 401(k) on its latest Form 5500

TIONA FINANCIAL SERVICES, LLC (EIN 20-2084596) reports TIONA FINANCIAL SERVICES, LLC RETIREMENT TRUST on its most recent Form 5500, with $578K in plan assets across 2 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 TIONA FINANCIAL SERVICES, LLC filing — schedules, fees, and providers.

Who runs the TIONA FINANCIAL SERVICES, LLC 401(k)?

TIONA FINANCIAL SERVICES, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask TIONA FINANCIAL SERVICES, LLCHR for the recordkeeper’s name and login.

How to check your TIONA FINANCIAL SERVICES, LLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask TIONA FINANCIAL SERVICES, LLC 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).
More on this employer: TIONA FINANCIAL SERVICES, LLC — all Form 5500 filings (EIN 20-2084596) · Colorado employer EIN lookup · Form 5500 search
TIONA FINANCIAL SERVICES, LLC 401(k) Plan — Form 5500