What public Form 5500 filings show about the Leroy and Rose, Inc. 401(k) plan — and how to find and check your own account.
Leroy and Rose, Inc. (EIN 45-5436153) reports LEROY AND ROSE INC 401K PSP on its most recent Form 5500, with $3.4M in plan assets across 27 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 Leroy and Rose, Inc. filing — schedules, fees, and providers.
Leroy and Rose, 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 Leroy and Rose, Inc.HR for the recordkeeper’s name and login.
