What public Form 5500 filings show about the Rockwell Architecture, Planning and Design, P.C. 401(k) plan — and how to find and check your own account.
Rockwell Architecture, Planning and Design, P.C. (EIN 13-3217306) reports ROCKWELL ARCHITECTURE, PLANNING & DESIGN, P.C. 401(K) SAVINGS PLAN on its most recent Form 5500, with $39.4M in plan assets across 288 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 Rockwell Architecture, Planning and Design, P.C. 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 Vanguard, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Rockwell Architecture, Planning and Design, P.C. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UBS FINANCIAL SERVICES.
