What public Form 5500 filings show about the Total Financial Concepts, Inc. 401(k) plan — and how to find and check your own account.
Total Financial Concepts, Inc. (EIN 22-2535098) reports TOTAL FINANCIAL CONCEPTS, INC. RETIREMENT PLAN on its most recent Form 5500, with $243K in plan assets across 4 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 Financial Concepts, Inc. filing — schedules, fees, and providers.
Total Financial Concepts, Inc.’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 Total Financial Concepts, Inc.HR for the recordkeeper’s name and login.
