David ROLE & Co., Inc. 401(k) Plan
What public Form 5500 filings show about the David ROLE & Co., Inc. 401(k) plan — and how to find and check your own account.
The David ROLE & Co., Inc. 401(k) on its latest Form 5500
David ROLE & Co., Inc. (EIN 04-2460106) reports DAVID ROLE & CO., INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $3.8M in plan assets across 16 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 David ROLE & Co., Inc. filing — schedules, fees, and providers.
Who runs the David ROLE & Co., Inc. 401(k)?
David ROLE & Co., 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 David ROLE & Co., Inc.HR for the recordkeeper’s name and login.
How to check your David ROLE & Co., Inc. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask David ROLE & Co., 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).