What public Form 5500 filings show about the Ambulatory Medical Practices Management Services Organization, Inc. 401(k) plan — and how to find and check your own account.
Ambulatory Medical Practices Management Services Organization, Inc. (EIN 45-2518871) reports AMBULATORY MEDICAL PRACTICES MANAGEMENT SERVICES ORGANIZATION, INC. 401K PLAN on its most recent Form 5500, with $27.4M in plan assets across 235 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 Ambulatory Medical Practices Management Services Organization, 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Ambulatory Medical Practices Management Services Organization, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORNINGSTAR INVESTMENT MANAGEMENT L, UBS FINANCIAL SERVICES.
