TOLI Management Corp. DBA McDonalds 401(k) Plan
What public Form 5500 filings show about the TOLI Management Corp. DBA McDonalds 401(k) plan — and how to find and check your own account.
The TOLI Management Corp. DBA McDonalds 401(k) on its latest Form 5500
TOLI Management Corp. DBA McDonalds (EIN 11-3200700) reports TOLI MANAGEMENT CORP DBA MCDONALD'S 401(K) PLAN on its most recent Form 5500, with $1.3M in plan assets across 464 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 TOLI Management Corp. DBA McDonalds filing — schedules, fees, and providers.
Who runs the TOLI Management Corp. DBA McDonalds 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 ADMIN GROUP DBA TAG RESOURCES, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your TOLI Management Corp. DBA McDonalds 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): TRANSAMERICA FINANCIAL LIFE INS, RAYMOND JAMES FINANCIAL SERVICES, RPA FINANCIAL, WELLS FARGO ADVISORS.
How to check your TOLI Management Corp. DBA McDonalds 401(k)
- Log in to ADMIN GROUP DBA TAG RESOURCES’s participant portal (the site on your statements).
- Ask TOLI Management Corp. DBA McDonalds 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).