American Academy of Orthopaedic Surgeons 401(k) Plan

The American Academy of Orthopaedic Surgeons 401(k) on its latest Form 5500

American Academy of Orthopaedic Surgeons (EIN 36-2110592) reports AAOS RETIREMENT PLAN on its most recent Form 5500, with $51.0M in plan assets across 197 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 American Academy of Orthopaedic Surgeons filing — schedules, fees, and providers.

Who runs the American Academy of Orthopaedic Surgeons 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 American Academy of Orthopaedic Surgeons 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MMA SECURITIES, MORNINGSTAR INVESTMENT MANAGEMENT L.

How to check your American Academy of Orthopaedic Surgeons 401(k)

• Log in to Principal’s participant portal (the site on your statements).
• Ask American Academy of Orthopaedic Surgeons 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).