TOM JAMES COMPANY 401(k) Plan
What public Form 5500 filings show about the TOM JAMES COMPANY 401(k) plan — and how to find and check your own account.
The TOM JAMES COMPANY 401(k) on its latest Form 5500
TOM JAMES COMPANY (EIN 35-1285878) reports TOM JAMES COMPANY 401(K) AND PROFIT SHARING PLAN on its most recent Form 5500, with $126.2M in plan assets across 1,251 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 JAMES COMPANY filing — schedules, fees, and providers.
Who runs the TOM JAMES COMPANY 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your TOM JAMES COMPANY 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): HAMILTON CAPITAL, SOLTIS INVESTMENT ADVISORS, CHARLES SCHWAB & CO.
How to check your TOM JAMES COMPANY 401(k)
- Log in to Schwab’s participant portal (the site on your statements).
- Ask TOM JAMES COMPANY 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).