What public Form 5500 filings show about the Tonkon TORP LLP Profit Sharing and 401(k) Plan 401(k) plan — and how to find and check your own account.
Tonkon TORP LLP Profit Sharing and 401(k) Plan (EIN 93-0633194) reports TONKON TORP LLP PROFIT SHARING AND 401(K) PLAN on its most recent Form 5500, with $142.7M in plan assets across 178 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 Tonkon TORP LLP Profit Sharing and 401(k) Plan 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Tonkon TORP LLP Profit Sharing and 401(k) Plan 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CAIRN INVESTMENT GROUP, MORGAN STANLEY CAPITAL MANAGE, VISTA CAPITAL PARTNERS, AUXIER ASSET MANAGEMENT, FERGUSON WELLMAN CAPITAL MANAGEMENT, ENVESTNET ASSET MANAGEMENT.
