What public Form 5500 filings show about the ACT for Health DBA Professional Case Management 401(k) plan — and how to find and check your own account.
ACT for Health DBA Professional Case Management (EIN 84-1383042) reports PROFESSIONAL CASE MANAGEMENT 401(K) PLAN on its most recent Form 5500, with $9.5M in plan assets across 5,554 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 ACT for Health DBA Professional Case Management 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 John Hancock, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your ACT for Health DBA Professional Case Management 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FIDELITY, PUTNAM MUTUAL FUNDS, MFS FUNDS, ALLIANCE BERNSTEIN FUND, PIMCO FUNDS, FRANKLIN TEMPLETON.
