What public Form 5500 filings show about the Carolina Digestive Health Associates, P.A. 401(k) plan — and how to find and check your own account.
Carolina Digestive Health Associates, P.A. (EIN 56-1335864) reports CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401(K) PLAN on its most recent Form 5500, with $30.2M in plan assets across 115 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 Carolina Digestive Health Associates, 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Carolina Digestive Health Associates, P.A. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MERRILL LYNCH PIERCE FENNER & SMITH, NOVA 401K ASSOCIATES.
