Cardiothoracic & Vascular Surgeons, P.A. 401(k) Plan

The Cardiothoracic & Vascular Surgeons, P.A. 401(k) on its latest Form 5500

Cardiothoracic & Vascular Surgeons, P.A. (EIN 74-1796484) reports CTVS 401(K) PLAN on its most recent Form 5500, with $69.2M in plan assets across 101 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 Cardiothoracic & Vascular Surgeons, P.A. filing — schedules, fees, and providers.

Who runs the Cardiothoracic & Vascular Surgeons, 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 EMPLOYEE INCENTIVE PLANS, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Cardiothoracic & Vascular Surgeons, P.A. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ATLASMARK FINANCIAL, FIDELITY BROKERAGE SERVICES.

How to check your Cardiothoracic & Vascular Surgeons, P.A. 401(k)

• Log in to EMPLOYEE INCENTIVE PLANS’s participant portal (the site on your statements).
• Ask Cardiothoracic & Vascular Surgeons, 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).