What public Form 5500 filings show about the BONE & Joint Clinic, S.C. 401(k) plan — and how to find and check your own account.
BONE & Joint Clinic, S.C. (EIN 39-1130341) reports BONE & JOINT CLINIC, S.C. 401(K) PLAN on its most recent Form 5500, with $44.7M in plan assets across 287 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, S.C. 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 Alerus, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your BONE & Joint Clinic, S.C. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ORGEL WEALTH MANAGEMENT, BENEFIT PLAN ADMINISTRATORS, ANSAY & ASSOCIATES -, DELTA DENTAL OF WISCONSIN, EVO FIRST.
