What public Form 5500 filings show about the Rodefer MOSS & Co, PLLC 401(k) plan — and how to find and check your own account.
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.
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): ERISA SERVICES, CAPITAL WEALTH MANAGEMENT.
