Total Benefit Management, Inc. 401(k) Plan
What public Form 5500 filings show about the Total Benefit Management, Inc. 401(k) plan — and how to find and check your own account.
The Total Benefit Management, Inc. 401(k) on its latest Form 5500
Total Benefit Management, Inc. (EIN 14-1759683) reports TOTAL BENEFIT MANAGEMENT, INC. RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $12.0M in plan assets across 319 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 Total Benefit Management, Inc. filing — schedules, fees, and providers.
Who runs the Total Benefit Management, Inc. 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 Nationwide, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Total Benefit Management, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC PENSION SERVICES, MORGAN STANLEY SMITH BARNEY.
How to check your Total Benefit Management, Inc. 401(k)
- Log in to Nationwide’s participant portal (the site on your statements).
- Ask Total Benefit Management, Inc. 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).