What public Form 5500 filings show about the White Rose Settlement Services, Inc. 401(k) plan — and how to find and check your own account.
White Rose Settlement Services, Inc. (EIN 23-2850082) reports WHITE ROSE SETTLEMENT SERVICES RETIREMENT PLAN on its most recent Form 5500, with $1.6M in plan assets across 15 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 White Rose Settlement Services, Inc. filing — schedules, fees, and providers.
White Rose Settlement Services, 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 White Rose Settlement Services, Inc.HR for the recordkeeper’s name and login.
