What public Form 5500 filings show about the Rosewood Corporate Investments, 401(k) plan — and how to find and check your own account.
Rosewood Corporate Investments, (EIN 26-2911313) reports ROSEWOOD FAMILY OF COMPANIES 401(K) RETIREMENT PLAN on its most recent Form 5500, with $2.7M in plan assets across 113 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 Rosewood Corporate Investments, 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 ADP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Rosewood Corporate Investments, 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARTER WEALTH MANAGEMENT, ADP BROKER-DEALER.
