What public Form 5500 filings show about the Central Anesthesia Service Exchange Medical Group, Inc. 401(k) plan — and how to find and check your own account.
Central Anesthesia Service Exchange Medical Group, Inc. (EIN 68-0116562) reports CENTRAL ANESTHESIA SERVICE EXCHANGE MEDICAL GROUP, INC. PROFIT SHARING PLAN on its most recent Form 5500, with $140.8M in plan assets across 142 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 Central Anesthesia Service Exchange Medical Group, Inc. 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Central Anesthesia Service Exchange Medical Group, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CIBC PRIVATE WEALTH ADVISORS I, STATHEROS FINANCIAL, MAIA WEALTH, TORREY GROWTH & INCOME ADVISOR, LECONTE WEALTH MANAGEMENT, CHARLES SCHWAB & CO.
