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RETIREMENT OPTIMIZATION GROUP 401(k) Plan

What public Form 5500 filings show about the RETIREMENT OPTIMIZATION GROUP 401(k) plan — and how to find and check your own account.

Plan assets
$227K
Participants
15
Plans on file
1

The RETIREMENT OPTIMIZATION GROUP 401(k) on its latest Form 5500

RETIREMENT OPTIMIZATION GROUP (EIN 92-0775517) reports RETIREMENT OPTIMIZATION GROUP 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $227K in plan assets across 15 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 RETIREMENT OPTIMIZATION GROUP filing — schedules, fees, and providers.

Who runs the RETIREMENT OPTIMIZATION GROUP 401(k)?

RETIREMENT OPTIMIZATION GROUP’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 RETIREMENT OPTIMIZATION GROUPHR for the recordkeeper’s name and login.

How to check your RETIREMENT OPTIMIZATION GROUP 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask RETIREMENT OPTIMIZATION GROUP 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).
More on this employer: RETIREMENT OPTIMIZATION GROUP — all Form 5500 filings (EIN 92-0775517) · New York employer EIN lookup · Form 5500 search
RETIREMENT OPTIMIZATION GROUP 401(k) Plan — Form 5500