BOND & STEELE CLINIC, P.A. 401(k) Plan
What public Form 5500 filings show about the BOND & STEELE CLINIC, P.A. 401(k) plan — and how to find and check your own account.
The BOND & STEELE CLINIC, P.A. 401(k) on its latest Form 5500
BOND & STEELE CLINIC, P.A. (EIN 59-1867898) reports BOND CLINIC, P.A. PROFIT SHARING PLAN on its most recent Form 5500, with $89.6M in plan assets across 396 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 BOND & STEELE CLINIC, P.A. filing — schedules, fees, and providers.
Who runs the BOND & STEELE 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 Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your BOND & STEELE CLINIC, P.A. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): OMS INSURANCE GROUP, UMR, LPL FINANCIAL, EMPOWER ADVISORY GROUP.
How to check your BOND & STEELE CLINIC, P.A. 401(k)
- Log in to Empower’s participant portal (the site on your statements).
- Ask BOND & STEELE 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).