What public Form 5500 filings show about the A. J. Rose Manufacturing Co. 401(k) plan — and how to find and check your own account.
A. J. Rose Manufacturing Co. (EIN 34-0843927) reports A.J. ROSE RETIREMENT AND 401(K) PLAN FOR NON-UNION EMPLOYEES on its most recent Form 5500, with $51.2M in plan assets across 400 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 A. J. Rose Manufacturing Co. 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your A. J. Rose Manufacturing Co. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NEWEDGE ADVISORS, MORNINGSTAR INVESTMENT MANAGEMENT L.
