SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(k) Plan
What public Form 5500 filings show about the SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(k) plan — and how to find and check your own account.
The SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(k) on its latest Form 5500
SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP (EIN 77-0069344) reports SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $0 in plan assets across 47 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 SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP filing — schedules, fees, and providers.
Who runs the SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(k)?
SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP’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 SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIPHR for the recordkeeper’s name and login.
How to check your SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask SANTA ROSA ASSOCIATES, A GENERAL PARTNERSHIP HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).