What public Form 5500 filings show about the Carl Rosenberry & Sons Lumber Inc. 401(k) plan — and how to find and check your own account.
Carl Rosenberry & Sons Lumber Inc. (EIN 23-2149578) reports CARL ROSENBERRY & SONS LUMBER INC EMPLOYEES RETIREMENT PLAN on its most recent Form 5500, with $690K in plan assets across 21 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 Carl Rosenberry & Sons Lumber Inc. filing — schedules, fees, and providers.
Carl Rosenberry & Sons Lumber Inc.’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 Carl Rosenberry & Sons Lumber Inc.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BENECON GROUP.
