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Appalachian Orthopaedic Associates, P.C. 401(k) Plan

What public Form 5500 filings show about the Appalachian Orthopaedic Associates, P.C. 401(k) plan — and how to find and check your own account.

Plan assets
$22.7M
Participants
134
Plans on file
1

The Appalachian Orthopaedic Associates, P.C. 401(k) on its latest Form 5500

Appalachian Orthopaedic Associates, P.C. (EIN 62-1654377) reports APPALACHIAN ORTHOPAEDIC ASSOCIATES P.C. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $22.7M in plan assets across 134 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 Appalachian Orthopaedic Associates, P.C. filing — schedules, fees, and providers.

Who runs the Appalachian Orthopaedic Associates, P.C. 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 Appalachian Orthopaedic Associates, P.C. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): QUALIFIED PLAN ADMINISTRATORS, MERRILL LYNCH PIERCE FENNER & SMITH.

How to check your Appalachian Orthopaedic Associates, P.C. 401(k)

  • Log in to Principal’s participant portal (the site on your statements).
  • Ask Appalachian Orthopaedic Associates, P.C. 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).
More on this employer: Appalachian Orthopaedic Associates, P.C. — all Form 5500 filings (EIN 62-1654377) · Tennessee employer EIN lookup · Form 5500 search
Appalachian Orthopaedic Associates, P.C. 401(k) Plan — Form 5500