Terry Roberts SITE Work, Inc. 401(k) Plan

The Terry Roberts SITE Work, Inc. 401(k) on its latest Form 5500

Terry Roberts SITE Work, Inc. (EIN 43-1953719) reports TERRY ROBERTS SITE WORK 401(K) PLAN on its most recent Form 5500, with $443K in plan assets across 10 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 Terry Roberts SITE Work, Inc. filing — schedules, fees, and providers.

Who runs the Terry Roberts SITE Work, Inc. 401(k)?

Terry Roberts SITE Work, Inc.’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 Terry Roberts SITE Work, Inc.HR for the recordkeeper’s name and login.

How to check your Terry Roberts SITE Work, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Terry Roberts SITE Work, Inc. 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).