What public Form 5500 filings show about the ASC Ortho Management Company, LLC 401(k) plan — and how to find and check your own account.
ASC Ortho Management Company, LLC (EIN 83-1642974) reports ALIGNED ORTHOPEDIC PARTNERS 401(K) PLAN on its most recent Form 5500, with $51.6M in plan assets across 572 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 ASC Ortho Management Company, LLC 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your ASC Ortho Management Company, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): HIGHTOWER ADVISORS, CREATIVE PLANNING HOLDCO, MORNINGSTAR INVESTMENT SERVICE, CHARLES SCHWAB & CO, CITY NATIONAL ROCHDALE.
