BENJAMIN ROSE INSTITUTE ON AGING 401(k) Plan
What public Form 5500 filings show about the BENJAMIN ROSE INSTITUTE ON AGING 401(k) plan — and how to find and check your own account.
The BENJAMIN ROSE INSTITUTE ON AGING 401(k) on its latest Form 5500
BENJAMIN ROSE INSTITUTE ON AGING (EIN 34-0714482) reports THE BENJAMIN ROSE INSTITUTE 401(K) PLAN on its most recent Form 5500, with $7.1M in plan assets across 102 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 BENJAMIN ROSE INSTITUTE ON AGING filing — schedules, fees, and providers.
Who runs the BENJAMIN ROSE INSTITUTE ON AGING 401(k)?
BENJAMIN ROSE INSTITUTE ON AGING’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 BENJAMIN ROSE INSTITUTE ON AGINGHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MATRIX TRUST, MUTUAL HEALTH SERVICES.
How to check your BENJAMIN ROSE INSTITUTE ON AGING 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask BENJAMIN ROSE INSTITUTE ON AGING 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).