What public Form 5500 filings show about the Rosenthal & Rosenthal Inc. 401(k) plan — and how to find and check your own account.
Rosenthal & Rosenthal Inc. (EIN 13-1238943) reports ROSENTHAL & ROSENTHAL, INC. 401(K) PLAN on its most recent Form 5500, with $57.1M in plan assets across 208 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 Rosenthal & Rosenthal Inc. filing — schedules, fees, and providers.
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 Rosenthal & Rosenthal Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CBIZ CPAS P C, AETNA LIFE INSURANCE CO, MORNINGSTAR INVESTMENT MANAGEMENT L.
