What public Form 5500 filings show about the Alterman MODI & Wolter Ophthalmic Physicians & Surgeons PLLC 401(k) plan — and how to find and check your own account.
Alterman MODI & Wolter Ophthalmic Physicians & Surgeons PLLC (EIN 20-3506987) reports ALTERMAN MODI & WOLTER OPHTHALMIC PHYSICIANS & SURGEONS PLLC 401K PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $14.8M in plan assets across 23 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 Alterman MODI & Wolter Ophthalmic Physicians & Surgeons PLLC filing — schedules, fees, and providers.
Alterman MODI & Wolter Ophthalmic Physicians & Surgeons PLLC’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 Alterman MODI & Wolter Ophthalmic Physicians & Surgeons PLLCHR for the recordkeeper’s name and login.
