TUCKER ELLIS LLP 401(k) Plan
What public Form 5500 filings show about the TUCKER ELLIS LLP 401(k) plan — and how to find and check your own account.
The TUCKER ELLIS LLP 401(k) on its latest Form 5500
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.
Who runs the TUCKER ELLIS LLP 401(k)?
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.
How to check your TUCKER ELLIS LLP 401(k)
- Log in to Schwab’s participant portal (the site on your statements).
- Ask TUCKER ELLIS LLP 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).