ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. 401(k) Plan
What public Form 5500 filings show about the ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. 401(k) plan — and how to find and check your own account.
The ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. 401(k) on its latest Form 5500
ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. (EIN 48-1253024) reports ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. 401(K) PLAN on its most recent Form 5500, with $27.0M in plan assets across 111 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 ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. filing — schedules, fees, and providers.
Who runs the ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UBS FINANCIAL SERVICES, JOHN HANCOCK LIFE INSURANCE COMAPNY.
How to check your ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. 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).