ROSE ASSOCIATES, INC. 401(k) Plan
What public Form 5500 filings show about the ROSE ASSOCIATES, INC. 401(k) plan — and how to find and check your own account.
The ROSE ASSOCIATES, INC. 401(k) on its latest Form 5500
ROSE ASSOCIATES, INC. (EIN 13-2796845) reports ROSE ASSOCIATES, INC. 401(K) PLAN on its most recent Form 5500, with $28.1M in plan assets across 381 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 ROSE ASSOCIATES, INC. filing — schedules, fees, and providers.
Who runs the ROSE ASSOCIATES, 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 Merrill (Bank of America), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your ROSE ASSOCIATES, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WILMINGTON TRUST, PKF O CONNOR DAVIES LLP, SEGAL.
How to check your ROSE ASSOCIATES, INC. 401(k)
- Log in to Merrill (Bank of America)’s participant portal (the site on your statements).
- Ask ROSE ASSOCIATES, 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).