What public Form 5500 filings show about the Carlos Rosas, M.D. 401(k) plan — and how to find and check your own account.
Carlos Rosas, M.D. (EIN 74-2248585) reports CARLOS ROSAS, M.D. 401 (K) PROFIT SHARING PLAN on its most recent Form 5500, with $752K in plan assets across 26 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 Carlos Rosas, M.D. filing — schedules, fees, and providers.
Carlos Rosas, M.D.’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 Carlos Rosas, M.D.HR for the recordkeeper’s name and login.