What public Form 5500 filings show about the Charleston Gastroenterology Specialists, P.A. 401(k) plan — and how to find and check your own account.
Charleston Gastroenterology Specialists, P.A. (EIN 57-0965630) reports CHARLESTON GASTRO SPECIALISTS, P.A. PROFIT SHARING 401(K) PLAN on its most recent Form 5500, with $21.6M in plan assets across 182 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 Charleston Gastroenterology Specialists, 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 MY BENEFITS, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Charleston Gastroenterology Specialists, P.A. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORGAN STANLEY, RAYMOND JAMES FIN SVS ADVISORS, AMERIPRISE FINANCIAL, WELLS FARGO ADVISORS.
