What public Form 5500 filings show about the Wood Rodgers, Inc. 401(k) plan — and how to find and check your own account.
Wood Rodgers, Inc. (EIN 91-1762478) reports WOOD RODGERS 401(K) PLAN on its most recent Form 5500, with $69.9M in plan assets across 331 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 Wood Rodgers, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is T. Rowe Price, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Wood Rodgers, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CAPITAL PLANNING ADVISORS.
