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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

ROSENBERG & ESTIS PC 401(k) Plan

What public Form 5500 filings show about the ROSENBERG & ESTIS PC 401(k) plan — and how to find and check your own account.

Plan assets
$37.9M
Participants
178
Plans on file
1

The ROSENBERG & ESTIS PC 401(k) on its latest Form 5500

ROSENBERG & ESTIS PC (EIN 13-2861714) reports ROSENBERG & ESTIS PC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $37.9M in plan assets across 178 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 ROSENBERG & ESTIS PC filing — schedules, fees, and providers.

Who runs the ROSENBERG & ESTIS PC 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 Paychex, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your ROSENBERG & ESTIS PC 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ERISA FIDUCIARY SERVICES, GLOBAL RETIREMENT PARTNERS.

How to check your ROSENBERG & ESTIS PC 401(k)

  • Log in to Paychex’s participant portal (the site on your statements).
  • Ask ROSENBERG & ESTIS PC 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).
More on this employer: ROSENBERG & ESTIS PC — all Form 5500 filings (EIN 13-2861714) · New York employer EIN lookup · Form 5500 search
ROSENBERG & ESTIS PC 401(k) Plan — Form 5500