Bartels, Powalski & Weissman, MD, Deferred Profit Sharing Plan 401(k) Plan

The Bartels, Powalski & Weissman, MD, Deferred Profit Sharing Plan 401(k) on its latest Form 5500

Bartels, Powalski & Weissman, MD, Deferred Profit Sharing Plan (EIN 16-1021580) reports BARTELS, POWALSKI & WEISSMAN, MD, PC DEFERRED PROFIT SHARING PLAN on its most recent Form 5500, with $9.4M in plan assets across 22 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 Bartels, Powalski & Weissman, MD, Deferred Profit Sharing Plan filing — schedules, fees, and providers.

Who runs the Bartels, Powalski & Weissman, MD, Deferred Profit Sharing Plan 401(k)?

Bartels, Powalski & Weissman, MD, Deferred Profit Sharing Plan’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Bartels, Powalski & Weissman, MD, Deferred Profit Sharing PlanHR for the recordkeeper’s name and login.

How to check your Bartels, Powalski & Weissman, MD, Deferred Profit Sharing Plan 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Bartels, Powalski & Weissman, MD, Deferred Profit Sharing Plan 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).