What public Form 5500 filings show about the Aventura Health Group LLC 401(k) plan — and how to find and check your own account.
Aventura Health Group LLC (EIN 83-2783957) reports AVENTURA HEALTH GROUP LLC 401(K) PLAN on its most recent Form 5500, with $712K in plan assets across 2,249 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 Aventura Health Group 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Aventura Health Group LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STONE HILL FIDUCIARY MANAGEMENT, BLATT & DAUMAN LLP.
