Roetzel & Andress, L.P.A. 401(k) Plan

The Roetzel & Andress, L.P.A. 401(k) on its latest Form 5500

Roetzel & Andress, L.P.A. (EIN 34-1245415) reports THE ROETZEL & ANDRESS 401(K) PLAN on its most recent Form 5500, with $138.9M in plan assets across 349 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 Roetzel & Andress, L.P.A. filing — schedules, fees, and providers.

Who runs the Roetzel & Andress, L.P.A. 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Roetzel & Andress, L.P.A. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ENZA FINANCIAL, SIKICH CPA, CHARLES SCHWAB & CO.

How to check your Roetzel & Andress, L.P.A. 401(k)

• Log in to Schwab’s participant portal (the site on your statements).
• Ask Roetzel & Andress, L.P.A. 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).