What public Form 5500 filings show about the Rogers, Lovelock & Fritz, Inc. 401(k) plan — and how to find and check your own account.
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.
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.
