What public Form 5500 filings show about the City of Hope Medical Group, Inc. 401(k) plan — and how to find and check your own account.
City of Hope Medical Group, Inc. (EIN 27-2294296) reports CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $387.2M in plan assets across 627 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 City of Hope 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 City of Hope Medical Group, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SAGE ADVISORY GROUP, LARSON FINANCIAL GROUP, CREATIVE PLANNING, CHARLES SCHWAB & CO, CITY NATIONAL BANK, CAMBRIDGE INVESTMENT RESEARCH.
