John ROTH and SON, Inc. 401(k) Plan

The John ROTH and SON, Inc. 401(k) on its latest Form 5500

John ROTH and SON, Inc. (EIN 47-0364038) reports JOHN ROTH AND SON, INC. 401(K) PLAN on its most recent Form 5500, with $3.2M in plan assets across 14 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 John ROTH and SON, Inc. filing — schedules, fees, and providers.

Who runs the John ROTH and SON, Inc. 401(k)?

John ROTH and SON, 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 John ROTH and SON, Inc.HR for the recordkeeper’s name and login.

How to check your John ROTH and SON, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask John ROTH and SON, 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).