ROGO MANAGEMENT, INC. DBA CAROLINA RETIREMENT PLANNERS 401(k) Plan
What public Form 5500 filings show about the ROGO MANAGEMENT, INC. DBA CAROLINA RETIREMENT PLANNERS 401(k) plan — and how to find and check your own account.
The ROGO MANAGEMENT, INC. DBA CAROLINA RETIREMENT PLANNERS 401(k) on its latest Form 5500
ROGO MANAGEMENT, INC. DBA CAROLINA RETIREMENT PLANNERS (EIN 48-1254934) reports CAROLINA RETIREMENT PLANNERS 401(K) PLAN on its most recent Form 5500, with $245K in plan assets across 9 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 ROGO MANAGEMENT, INC. DBA CAROLINA RETIREMENT PLANNERS filing — schedules, fees, and providers.
Who runs the ROGO MANAGEMENT, INC. DBA CAROLINA RETIREMENT PLANNERS 401(k)?
ROGO MANAGEMENT, INC. DBA CAROLINA RETIREMENT PLANNERS’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 ROGO MANAGEMENT, INC. DBA CAROLINA RETIREMENT PLANNERSHR for the recordkeeper’s name and login.
How to check your ROGO MANAGEMENT, INC. DBA CAROLINA RETIREMENT PLANNERS 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask ROGO MANAGEMENT, INC. DBA CAROLINA RETIREMENT PLANNERS 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).