What public Form 5500 filings show about the BONE & Joint Clinic of B.R., Inc. 401(k) plan — and how to find and check your own account.
BONE & Joint Clinic of B.R., Inc. (EIN 72-1111762) reports BONE & JOINT CLINIC PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $18.9M in plan assets across 209 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 BONE & Joint Clinic of B.R., Inc. filing — schedules, fees, and providers.
BONE & Joint Clinic of B.R., Inc.’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 BONE & Joint Clinic of B.R., Inc.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NADER HURLEY WEALTH MANAGEMNT, CAPTIAL GROUP, EVANS INVESTMENT ADVISORS, ABEL HALL.
