Capital Region Orthopaedic Associates, P.C. 401(k) Plan

The Capital Region Orthopaedic Associates, P.C. 401(k) on its latest Form 5500

Capital Region Orthopaedic Associates, P.C. (EIN 14-1633562) reports CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $66.8M in plan assets across 384 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 Capital Region Orthopaedic Associates, P.C. filing — schedules, fees, and providers.

Who runs the Capital Region Orthopaedic Associates, P.C. 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 JPMORGAN INVEST HOLDINGS, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Capital Region Orthopaedic Associates, P.C. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): GREENBUSH FINANCIAL GROUP, COMPASS360.

How to check your Capital Region Orthopaedic Associates, P.C. 401(k)

• Log in to JPMORGAN INVEST HOLDINGS’s participant portal (the site on your statements).
• Ask Capital Region Orthopaedic Associates, P.C. 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).