What public Form 5500 filings show about the Roeslein & Associates, Inc. 401(k) plan — and how to find and check your own account.
Roeslein & Associates, Inc. (EIN 43-1539282) reports ROESLEIN & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $158.0M in plan assets across 774 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 Roeslein & Associates, Inc. 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 EPIC Retirement Plan Services, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Roeslein & Associates, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB TRUST BANK, PRINCIPAL FINANCIAL GROUP, CHARLES SCHWAB & CO, MONETA GROUP, RUBIN BROWN LLP.
