TOM ANELLI & ASSOCIATES, PC 401(k) Plan
What public Form 5500 filings show about the TOM ANELLI & ASSOCIATES, PC 401(k) plan — and how to find and check your own account.
The TOM ANELLI & ASSOCIATES, PC 401(k) on its latest Form 5500
TOM ANELLI & ASSOCIATES, PC (EIN 82-1419705) reports TOM ANELLI & ASSOCIATES 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $15K in plan assets across 24 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 TOM ANELLI & ASSOCIATES, PC filing — schedules, fees, and providers.
Who runs the TOM ANELLI & ASSOCIATES, PC 401(k)?
TOM ANELLI & ASSOCIATES, PC’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 TOM ANELLI & ASSOCIATES, PCHR for the recordkeeper’s name and login.
How to check your TOM ANELLI & ASSOCIATES, PC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask TOM ANELLI & ASSOCIATES, PC 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).
