What public Form 5500 filings show about the Serling Rooks Hunter McKoy Worob & Averill LLP 401(k) plan — and how to find and check your own account.
Serling Rooks Hunter McKoy Worob & Averill LLP (EIN 13-3861730) reports SERLING ROOKS HUNTER MCKOY & WOROB, LLP 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $9.0M in plan assets across 20 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 Serling Rooks Hunter McKoy Worob & Averill LLP filing — schedules, fees, and providers.
Serling Rooks Hunter McKoy Worob & Averill LLP’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 Serling Rooks Hunter McKoy Worob & Averill LLPHR for the recordkeeper’s name and login.
