What public Form 5500 filings show about the T.R. Nelson, Inc. 401(k) plan — and how to find and check your own account.
T.R. Nelson, Inc. (EIN 39-1475071) reports T.R. NELSON, INC. PROFIT SHARING PLAN on its most recent Form 5500, with $20.7M in plan assets across 1,827 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 T.R. Nelson, 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 EPIC Retirement Plan Services, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your T.R. Nelson, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): OPTUM RX, MILESTONE INVESTMENT ADVISORS, PREMIER RETIREMENT PARTNERS, CHARLES SCHWAB TRUST BANK, BROWN & BROWN INSURANCE SERVICES, BAKER TILLY.
