What public Form 5500 filings show about the ROX Access Network 401(k) plan — and how to find and check your own account.
ROX Access Network (EIN 27-5429359) reports RODEO DENTAL AND ORTHODONTICS 401(K) PLAN on its most recent Form 5500, with $5.0M in plan assets across 893 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 ROX Access Network 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your ROX Access Network 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MARSH & MCLENNEN AGENCY, ONEDIGITAL INVESTMENT ADVISORS, MARSH & MCLENNAN AGENCY, WILLIS TOWERS WATSON INSURANCE.
