What public Form 5500 filings show about the T.W. Ponessa & Associates Counseling Services, Inc. 401(k) plan — and how to find and check your own account.
T.W. Ponessa & Associates Counseling Services, Inc. (EIN 23-2828922) reports T.W. PONESSA & ASSOCIATES COUNSELING SERVICES, INC. 401(K) PLAN on its most recent Form 5500, with $3.2M in plan assets across 241 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.W. Ponessa & Associates Counseling Services, 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 MVP PLAN ADMINISTRATORS, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your T.W. Ponessa & Associates Counseling Services, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): COMPREHENSIVE FINANCIAL PLANNING.
