What public Form 5500 filings show about the Rowland Sullivan Wealth Manage 401(k) plan — and how to find and check your own account.
Rowland Sullivan Wealth Manage (EIN 93-4493475) reports ROWLAND SULLIVAN WEALTH MANAGE 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $256K in plan assets across 8 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 Rowland Sullivan Wealth Manage filing — schedules, fees, and providers.
Rowland Sullivan Wealth Manage’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 Rowland Sullivan Wealth ManageHR for the recordkeeper’s name and login.
