What public Form 5500 filings show about the LEVY-Rosen, LLC 401(k) plan — and how to find and check your own account.
LEVY-Rosen, LLC (EIN 81-1033591) reports ROSEN GROUP 401K PLAN on its most recent Form 5500, with $14.4M in plan assets across 321 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 LEVY-Rosen, LLC 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 Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your LEVY-Rosen, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SVA CERTIFIED PUBLIC ACCOUNTANTS, CREATIVE PLANNING HOLD CO, WILLIAM BLAIR &, ADVISED ASSETS GROUP, MAP RETIREMENT.
