What public Form 5500 filings show about the Roberto Sozzi MD PC 401(k) plan — and how to find and check your own account.
Roberto Sozzi MD PC (EIN 82-3756824) reports ROBERTO SOZZI MD PC 401K PLAN on its most recent Form 5500, with $130K in plan assets across 1 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 Roberto Sozzi MD PC filing — schedules, fees, and providers.
Roberto Sozzi MD PC’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 Roberto Sozzi MD PCHR for the recordkeeper’s name and login.
