BOICE-WILLIS CLINIC, P.A. 401(k) Plan
What public Form 5500 filings show about the BOICE-WILLIS CLINIC, P.A. 401(k) plan — and how to find and check your own account.
The BOICE-WILLIS CLINIC, P.A. 401(k) on its latest Form 5500
BOICE-WILLIS CLINIC, P.A. (EIN 56-1025986) reports BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN on its most recent Form 5500, with $97.0M in plan assets across 290 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 BOICE-WILLIS CLINIC, P.A. filing — schedules, fees, and providers.
Who runs the BOICE-WILLIS CLINIC, P.A. 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your BOICE-WILLIS CLINIC, P.A. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MODERA WEALTH MANAGEMENT, WHITENER CAPITAL MANAGEMENT IN, CHARLES SCHWAB TRUST BANK, ALLEGIANCE CARE MANAGEMENT, ALLEGIANCE BENEFIT PLAN MANAGEMENT, CURI RMB CAPITAL.
How to check your BOICE-WILLIS CLINIC, P.A. 401(k)
- Log in to Schwab’s participant portal (the site on your statements).
- Ask BOICE-WILLIS CLINIC, P.A. 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).