Rodefer MOSS & Co, PLLC 401(k) Plan
What public Form 5500 filings show about the Rodefer MOSS & Co, PLLC 401(k) plan — and how to find and check your own account.
The Rodefer MOSS & Co, PLLC 401(k) on its latest Form 5500
Rodefer MOSS & Co, PLLC (EIN 62-1690032) reports RODEFER MOSS & CO, PLLC 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $12.4M in plan assets across 108 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 Rodefer MOSS & Co, PLLC filing — schedules, fees, and providers.
Who runs the Rodefer MOSS & Co, PLLC 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Capital Group (American Funds), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Rodefer MOSS & Co, PLLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CAPITAL WEALTH MANAGEMENT, ERISA SERVICES.
How to check your Rodefer MOSS & Co, PLLC 401(k)
- Log in to Capital Group (American Funds)’s participant portal (the site on your statements).
- Ask Rodefer MOSS & Co, PLLC 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).