What public Form 5500 filings show about the Rothschild & Co North America Inc. 401(k) plan — and how to find and check your own account.
Rothschild & Co North America Inc. (EIN 13-3438524) reports ROTHSCHILD & CO NORTH AMERICA INC. 401(K) AND PROFIT SHARING PLAN on its most recent Form 5500, with $155.8M in plan assets across 420 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 Rothschild & Co North America 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Rothschild & Co North America Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB TRUST BANK, CHARLES SCHWAB & CO.
