What public Form 5500 filings show about the Tucker Ellis LLP 401(k) plan — and how to find and check your own account.
Tucker Ellis LLP (EIN 20-0073899) reports TUCKER ELLIS LLP RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $161.4M in plan assets across 440 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 Ellis LLP 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Tucker Ellis LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ANCORA FAMILY WEALTH ADVISORS, CBIZ INVESTMENT ADVISORY SERVI, CHARLES SCHWAB & CO, MAI CAPITAL MANAGEMENT, JPS FINANCIAL, SCHWAB RETIREMENT PLAN SERVICES IN.
