What public Form 5500 filings show about the ROHE LEVY Financial and Insurance Services, Inc. 401(k) plan — and how to find and check your own account.
ROHE LEVY Financial and Insurance Services, Inc. (EIN 77-0606325) reports ROHE LEVY FINANCIAL AND INSURANCE SERVICES, INC RETIREMENT PLAN on its most recent Form 5500, with $68K in plan assets across 4 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 ROHE LEVY Financial and Insurance Services, Inc. filing — schedules, fees, and providers.
ROHE LEVY Financial and Insurance Services, Inc.’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 ROHE LEVY Financial and Insurance Services, Inc.HR for the recordkeeper’s name and login.
