What public Form 5500 filings show about the Watkinson Laird Rubenstein, P.C. 401(k) plan — and how to find and check your own account.
Watkinson Laird Rubenstein, P.C. (EIN 93-1128868) reports WATKINSON LAIRD RUBENSTEIN, P.C. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $4.7M in plan assets across 24 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 Watkinson Laird Rubenstein, P.C. filing — schedules, fees, and providers.
Watkinson Laird Rubenstein, P.C.’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 Watkinson Laird Rubenstein, P.C.HR for the recordkeeper’s name and login.