What public Form 5500 filings show about the Tom McLeod Software Corp. 401(k) plan — and how to find and check your own account.
Tom McLeod Software Corp. (EIN 63-0996699) reports TOM MCLEOD SOFTWARE CORP. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $86.3M in plan assets across 580 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 McLeod Software Corp. 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Tom McLeod Software Corp. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): COMMONWEALTH FINANCIAL NETWORK, HIGHLANDS ACCOUNTING GROUP.
