What public Form 5500 filings show about the Carilion Clinic 401(k) plan — and how to find and check your own account.
Carilion Clinic (EIN 54-1190771) reports CARILION CLINIC 401(K) RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $135.1M in plan assets across 2,201 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 Carilion Clinic 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Carilion Clinic 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): TWO SIGMA INVESTOR SOLUTIONS, BROWN EDWARDS, HSBC, CAPFINANCIAL PARTNERS LL, AUTOMATED MAIL, DONALD SMITH & CO.
