CLARE ROSE, INC. 401(k) Plan
What public Form 5500 filings show about the CLARE ROSE, INC. 401(k) plan — and how to find and check your own account.
The CLARE ROSE, INC. 401(k) on its latest Form 5500
CLARE ROSE, INC. (EIN 11-2036262) reports CLARE ROSE, INC. PROFIT SHARING AND 401(K) PLAN on its most recent Form 5500, with $22.5M in plan assets across 136 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 CLARE ROSE, INC. filing — schedules, fees, and providers.
Who runs the CLARE ROSE, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your CLARE ROSE, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MERRILL LYNCH PIERCE FENNER & SMITH, EMPOWER ADVISORY GROUP, A C EDWARDS, DKG INSURANCE & FINANCIAL SERVICES, ALLIED BENEFIT SYSTEM, AETNA LIFE INSURANCE.
How to check your CLARE ROSE, INC. 401(k)
- Log in to Empower’s participant portal (the site on your statements).
- Ask CLARE ROSE, INC. 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).