SL Rosenthal, Inc. DBA Rosenthal 401(k) Plan

The SL Rosenthal, Inc. DBA Rosenthal 401(k) on its latest Form 5500

SL Rosenthal, Inc. DBA Rosenthal (EIN 54-1755811) reports ROSENTHAL WEALTH MANAGEMENT GROUP 401(K) PLAN on its most recent Form 5500, with $4.7M in plan assets across 19 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 SL Rosenthal, Inc. DBA Rosenthal filing — schedules, fees, and providers.

Who runs the SL Rosenthal, Inc. DBA Rosenthal 401(k)?

SL Rosenthal, Inc. DBA Rosenthal’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 SL Rosenthal, Inc. DBA RosenthalHR for the recordkeeper’s name and login.

How to check your SL Rosenthal, Inc. DBA Rosenthal 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask SL Rosenthal, Inc. DBA Rosenthal 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).