TUCKER BRIA WEALTH STRATEGIES, LLC 401(k) Plan
What public Form 5500 filings show about the TUCKER BRIA WEALTH STRATEGIES, LLC 401(k) plan — and how to find and check your own account.
The TUCKER BRIA WEALTH STRATEGIES, LLC 401(k) on its latest Form 5500
TUCKER BRIA WEALTH STRATEGIES, LLC (EIN 46-2015841) reports TUCKER BRIA WEALTH STRATEGIES 401(K) AND PROFIT SHARING PLAN on its most recent Form 5500, with $163K 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 TUCKER BRIA WEALTH STRATEGIES, LLC filing — schedules, fees, and providers.
Who runs the TUCKER BRIA WEALTH STRATEGIES, LLC 401(k)?
TUCKER BRIA WEALTH STRATEGIES, LLC’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 TUCKER BRIA WEALTH STRATEGIES, LLCHR for the recordkeeper’s name and login.
How to check your TUCKER BRIA WEALTH STRATEGIES, LLC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask TUCKER BRIA WEALTH STRATEGIES, LLC 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).