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.
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.
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.