What public Form 5500 filings show about the Retail Wholesale and 401(k) plan — and how to find and check your own account.
Retail Wholesale and (EIN 22-1171648) reports RETAIL WHOLESALE AND 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $203K in plan assets across 17 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 Retail Wholesale and filing — schedules, fees, and providers.
Retail Wholesale and’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 Retail Wholesale andHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): OXFELD COHEN PC, RSDA-LOCAL 108, PRINCIPAL CUSTODY SOLUTIONS, CARY KANE LLP, SUMMIT ACTUARIAL SERVICES, M D SASS.
