What public Form 5500 filings show about the Calvert Internal Medicine Group, P.A. 401(k) plan — and how to find and check your own account.
Calvert Internal Medicine Group, P.A. (EIN 52-1365400) reports CALVERT INTERNAL MEDICINE GROUP, P.A. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $42.0M in plan assets across 123 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 Calvert Internal Medicine Group, P.A. 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 Newport Group, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Calvert Internal Medicine Group, P.A. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NEWPORT TRUST, NEWPORT GROUP CONSULTING.
