ROGERS, LOVELOCK & FRITZ, INC. 401(k) Plan
What public Form 5500 filings show about the ROGERS, LOVELOCK & FRITZ, INC. 401(k) plan — and how to find and check your own account.
The ROGERS, LOVELOCK & FRITZ, INC. 401(k) on its latest Form 5500
ROGERS, LOVELOCK & FRITZ, INC. (EIN 59-1873834) reports PROFIT SHARING PLAN FOR THE EMPLOYEES OF ROGERS, LOVELOCK & FRITZ, INC. on its most recent Form 5500, with $40.5M in plan assets across 89 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 ROGERS, LOVELOCK & FRITZ, INC. filing — schedules, fees, and providers.
Who runs the ROGERS, LOVELOCK & FRITZ, INC. 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 CERTIFIED BENEFITS, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your ROGERS, LOVELOCK & FRITZ, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CERTIFIED ADVISORY.
How to check your ROGERS, LOVELOCK & FRITZ, INC. 401(k)
- Log in to CERTIFIED BENEFITS’s participant portal (the site on your statements).
- Ask ROGERS, LOVELOCK & FRITZ, INC. 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).