What public Form 5500 filings show about the ROTH Financial Partners LLC 401(k) plan — and how to find and check your own account.
ROTH Financial Partners LLC (EIN 27-2101744) reports ROTH FINANCIAL PARTNERS LLC RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $3.9M in plan assets across 4 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 ROTH Financial Partners LLC filing — schedules, fees, and providers.
ROTH Financial Partners LLC’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 ROTH Financial Partners LLCHR for the recordkeeper’s name and login.
