ROOSEVELT, INC. 401(k) Plan
What public Form 5500 filings show about the ROOSEVELT, INC. 401(k) plan — and how to find and check your own account.
The ROOSEVELT, INC. 401(k) on its latest Form 5500
ROOSEVELT, INC. (EIN 23-2321666) reports PHILADELPHIA MANAGEMENT CO. 401(K) PLAN on its most recent Form 5500, with $15.8M in plan assets across 233 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 ROOSEVELT, INC. filing — schedules, fees, and providers.
Who runs the ROOSEVELT, 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your ROOSEVELT, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STALKER & ASSOCIATES.
How to check your ROOSEVELT, INC. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask ROOSEVELT, 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).