What public Form 5500 filings show about the Rodey Dickason Sloan AKIN & ROBB PA 401(k) plan — and how to find and check your own account.
Rodey Dickason Sloan AKIN & ROBB PA (EIN 85-0216511) reports RODEY DICKASON SLOAN AKIN & ROBB PA EMPLOYEES' TAX-DEFERRED RETIREMENT PLAN AND TRUST on its most recent Form 5500, with $103.6M in plan assets across 114 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 Rodey Dickason Sloan AKIN & ROBB PA filing — schedules, fees, and providers.
Rodey Dickason Sloan AKIN & ROBB PA’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Rodey Dickason Sloan AKIN & ROBB PAHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): HURLEY TOEVS STYLES HAMBLIN & PA, MIDWEST INSTITUTIONAL TRUST SERVICE, MOSS ADAMS LLP, MEKETA INVESTMENT GROUP, STATE STREET GLOBAL ADVISORS, PATTISON PENSION SPECIALISTS.
