What public Form 5500 filings show about the Citrus Valley Physicians Group 401(k) plan — and how to find and check your own account.
Citrus Valley Physicians Group (EIN 95-4367156) reports CITRUS VALLEY PHYSICIANS GROUP 401K PLAN on its most recent Form 5500, with $672K in plan assets across 3 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 Citrus Valley Physicians Group filing — schedules, fees, and providers.
Citrus Valley Physicians Group’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Citrus Valley Physicians GroupHR for the recordkeeper’s name and login.
