Tompkins, McGuire, Wachenfeld & Barry LLP 401(k) Plan

The Tompkins, McGuire, Wachenfeld & Barry LLP 401(k) on its latest Form 5500

Tompkins, McGuire, Wachenfeld & Barry LLP (EIN 22-2491440) reports TOMPKINS, MCGUIRE, WACHENFELD AND BARRY LLP PROFIT SHARING PLAN on its most recent Form 5500, with $9.3M in plan assets across 27 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 Tompkins, McGuire, Wachenfeld & Barry LLP filing — schedules, fees, and providers.

Who runs the Tompkins, McGuire, Wachenfeld & Barry LLP 401(k)?

Tompkins, McGuire, Wachenfeld & Barry LLP’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 Tompkins, McGuire, Wachenfeld & Barry LLPHR for the recordkeeper’s name and login.

How to check your Tompkins, McGuire, Wachenfeld & Barry LLP 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Tompkins, McGuire, Wachenfeld & Barry LLP 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).