What public Form 5500 filings show about the Rollstone Bank and Trust 401(k) plan — and how to find and check your own account.
Rollstone Bank and Trust (EIN 04-1328870) reports SBERA 401(K) PLAN AS ADOPTED BY ROLLSTONE BANK AND TRUST on its most recent Form 5500, with $19.1M in plan assets across 104 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 Rollstone Bank and Trust filing — schedules, fees, and providers.
Rollstone Bank and Trust’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 Rollstone Bank and TrustHR for the recordkeeper’s name and login.
