What public Form 5500 filings show about the TSMF LLC DBA Custom Wealth Planners 401(k) plan — and how to find and check your own account.
TSMF LLC DBA Custom Wealth Planners (EIN 88-1232955) reports TSMF LLC DBA CUSTOM WEALTH PLANNERS 401(K) PLAN on its most recent Form 5500, with $177K in plan assets across 2 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 TSMF LLC DBA Custom Wealth Planners filing — schedules, fees, and providers.
TSMF LLC DBA Custom Wealth Planners’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 TSMF LLC DBA Custom Wealth PlannersHR for the recordkeeper’s name and login.
