TOPEL FORMAN, L.L.C. 401(k) Plan
What public Form 5500 filings show about the TOPEL FORMAN, L.L.C. 401(k) plan — and how to find and check your own account.
The TOPEL FORMAN, L.L.C. 401(k) on its latest Form 5500
TOPEL FORMAN, L.L.C. (EIN 36-2469413) reports TOPEL FORMAN, L.L.C. EMPLOYEES' SAVINGS OPPORTUNITY PLAN on its most recent Form 5500, with $32.8M in plan assets across 177 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 TOPEL FORMAN, L.L.C. filing — schedules, fees, and providers.
Who runs the TOPEL FORMAN, L.L.C. 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 AVANTAX RETIREMENT PLAN SERVICES, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your TOPEL FORMAN, L.L.C. 401(k).
How to check your TOPEL FORMAN, L.L.C. 401(k)
- Log in to AVANTAX RETIREMENT PLAN SERVICES’s participant portal (the site on your statements).
- Ask TOPEL FORMAN, L.L.C. 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).