What public Form 5500 filings show about the Torti Gallas and Partners, Inc. 401(k) plan — and how to find and check your own account.
Torti Gallas and Partners, Inc. (EIN 52-0847751) reports TORTI GALLAS AND PARTNERS, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $31.9M in plan assets across 100 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 Torti Gallas and Partners, Inc. 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 Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Torti Gallas and Partners, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): EMPOWER ADVISORY GROUP, PRIVATE ADVISORS GROUP, ARONSON, APRIO LLP, COASTAL PENSION SERVICES, BLUE RIDGE ESOP ASSOCIATES.
