ROSENTHAL, MORGAN AND THOMAS, 401(k) Plan
What public Form 5500 filings show about the ROSENTHAL, MORGAN AND THOMAS, 401(k) plan — and how to find and check your own account.
The ROSENTHAL, MORGAN AND THOMAS, 401(k) on its latest Form 5500
ROSENTHAL, MORGAN AND THOMAS, (EIN 47-0914577) reports SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ROSENTHAL, MORGAN AND THOMAS, INC. on its most recent Form 5500, with $280K in plan assets across 2 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, MORGAN AND THOMAS, filing — schedules, fees, and providers.
Who runs the ROSENTHAL, MORGAN AND THOMAS, 401(k)?
ROSENTHAL, MORGAN AND THOMAS,’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 ROSENTHAL, MORGAN AND THOMAS,HR for the recordkeeper’s name and login.
How to check your ROSENTHAL, MORGAN AND THOMAS, 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask ROSENTHAL, MORGAN AND THOMAS, 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).