What public Form 5500 filings show about the Roselli & Clark PTR 401(k) plan — and how to find and check your own account.
Roselli & Clark PTR (EIN 20-2160635) reports ROSELLI, CLARK & ASSOCIATES 401(K) PLAN on its most recent Form 5500, with $876K in plan assets across 18 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 Roselli & Clark PTR filing — schedules, fees, and providers.
Roselli & Clark PTR’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 Roselli & Clark PTRHR for the recordkeeper’s name and login.
