Charles L Heaton, MD. PA 401(k) Plan

The Charles L Heaton, MD. PA 401(k) on its latest Form 5500

Charles L Heaton, MD. PA (EIN 75-1986418) reports HEATON EYE ASSOCIATES RETIREMENT PLAN on its most recent Form 5500, with $14.9M in plan assets across 214 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 Charles L Heaton, MD. PA filing — schedules, fees, and providers.

Who runs the Charles L Heaton, MD. PA 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 Merrill (Bank of America), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Charles L Heaton, MD. PA 401(k).

How to check your Charles L Heaton, MD. PA 401(k)

• Log in to Merrill (Bank of America)’s participant portal (the site on your statements).
• Ask Charles L Heaton, MD. PA 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).