What public Form 5500 filings show about the Robertson Heating Supply Company of Ohio 401(k) plan — and how to find and check your own account.
Robertson Heating Supply Company of Ohio (EIN 34-0660433) reports ROBERTSON HEATING SUPPLY COMPANY 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $48.4M in plan assets across 379 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 Heating Supply Company of Ohio 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Robertson Heating Supply Company of Ohio 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): TRUE RX MANAGEMENT SERVICES, IFP ADVISORS.
