What public Form 5500 filings show about the Total Financial Solutions, Inc. 401(k) plan — and how to find and check your own account.
Total Financial Solutions, Inc. (EIN 20-4106229) reports TOTAL FINANCIAL SOLUTIONS, INC. DBA TAATJES FINANCIAL GROUP SAFE HARBOR 401K PLAN on its most recent Form 5500, with $968K in plan assets across 8 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 Solutions, Inc. filing — schedules, fees, and providers.
Total Financial Solutions, 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 Solutions, Inc.HR for the recordkeeper’s name and login.
