What public Form 5500 filings show about the Gelman, Rosenberg & Freedman, PC 401(k) plan — and how to find and check your own account.
Gelman, Rosenberg & Freedman, PC (EIN 52-1392008) reports GELMAN, ROSENBERG & FREEDMAN, PC PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $36.5M in plan assets across 182 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 Gelman, Rosenberg & Freedman, PC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Capital Group (American Funds), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Gelman, Rosenberg & Freedman, PC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SNOWDEN CAPITAL ADVISORS.
