What public Form 5500 filings show about the Alabama Orthopaedic Clinic, P.C. 401(k) plan — and how to find and check your own account.
Alabama Orthopaedic Clinic, P.C. (EIN 63-1174582) reports ALABAMA ORTHOPAEDIC CLINIC, P.C. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $27.7M in plan assets across 178 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 Alabama Orthopaedic Clinic, P.C. 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 Newport Group, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Alabama Orthopaedic Clinic, P.C. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MITCHELL MCLEOD PUGH & WILLIAMS, REGIONS, NEWPORT TRUST.
