What public Form 5500 filings show about the Robertson, Anshutz & Schneid PL 401(k) plan — and how to find and check your own account.
Robertson, Anshutz & Schneid PL (EIN 27-2872886) reports ROBERTSON, ANSCHUTZ & SCHNEID, PL 401K PROFIT SHARING PLAN & TR on its most recent Form 5500, with $6.4M in plan assets across 171 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 Robertson, Anshutz & Schneid PL 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 ADP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Robertson, Anshutz & Schneid PL 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ADP BROKER-DEALER, WELLS FARGO.
