Irwin R. Rose & Company, LLC 401(k) Plan

The Irwin R. Rose & Company, LLC 401(k) on its latest Form 5500

Irwin R. Rose & Company, LLC (EIN 27-0950641) reports IRWIN R. ROSE & COMPANY, LLC 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $16.6M in plan assets across 148 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 Irwin R. Rose & Company, LLC filing — schedules, fees, and providers.

Who runs the Irwin R. Rose & Company, LLC 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Irwin R. Rose & Company, LLC 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS.

How to check your Irwin R. Rose & Company, LLC 401(k)

• Log in to Fidelity’s participant portal (the site on your statements).
• Ask Irwin R. Rose & Company, LLC 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).